Williams Jones Wealth Management’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 | $943K | Buy |
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|
2025
Q1 | $672K | Buy |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $489K | Hold |
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|
2024
Q1 | $450K | Sell |
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|
2023
Q4 | $436K | Buy |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $250K | Buy |
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