Whitaker-Myers Wealth Managers’s Vanguard Growth ETF VUG Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$562K	Buy	6,527 +47	+0.7%	+$3.96K	0.09%	87
2026 Q1	$472K	Sell	6,480 -30	-0.5%	-$2.33K	0.09%	85
2025 Q4	$529K	Sell	6,510 -168	-3%	-$13.6K	0.11%	84
2025 Q3	$534K	Sell	6,678 -7,416	-53%	-$567K	0.12%	85
2025 Q2	$1.03M	Sell	14,094 -8,586	-38%	-$565K	0.26%	43
2025 Q1	$1.4M	Sell	22,680 -1,620	-7%	-$109K	0.39%	29
2024 Q4	$1.66M	Sell	24,300 -4,464	-16%	-$300K	0.48%	27
2024 Q3	$1.84M	Buy	28,764 +1,086	+4%	+$67.3K	0.61%	24
2024 Q2	$1.73M	Sell	27,678 -3,612	-12%	-$211K	0.64%	24
2024 Q1	$1.79M	Sell	31,290 -4,356	-12%	-$240K	0.76%	21
2023 Q4	$1.85M	Sell	35,646 -11,334	-24%	-$547K	0.92%	17
2023 Q3	$2.13M	Sell	46,980 -5,430	-10%	-$256K	1.32%	14
2023 Q2	$2.47M	Sell	52,410 -2,346	-4%	-$102K	1.66%	13
2023 Q1	$2.28M	Sell	54,756 -11,520	-17%	-$448K	1.76%	14
2022 Q4	$2.35M	Buy	+66,276	New	+$2.44M	2.26%	10

Other funds holding VUG

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return