WFA of San Diego’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Buy |
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|
2024
Q3 | $380K | Buy |
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|
2024
Q2 | $257K | Buy |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $261K | Buy |
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|
2022
Q2 | $67K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $141K | Sell |
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|
2021
Q3 | $145K | Buy |
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