Willner & Heller’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
Q3 | $957K | Buy |
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|
2025
Q2 | $874K | Sell |
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|
2025
Q1 | $784K | Sell |
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|
2024
Q4 | $875K | Sell |
|
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|
2024
Q3 | $826K | Sell |
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|
2024
Q2 | $818K | Sell |
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|
2024
Q1 | $800K | Sell |
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|
2023
Q4 | $741K | Buy |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $500K | Buy |
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|
2022
Q2 | $515K | Buy |
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|
2022
Q1 | $740K | Buy |
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|
2021
Q4 | $669K | Buy |
|