Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Buy |
22,398
+7,974
| +55% | +$620K | 0.37% | 39 |
|
|
2025
Q4 | $1.17M | Buy |
14,424
+462
| +3% | +$37.5K | 0.26% | 44 |
|
|
2025
Q3 | $1.12M | Buy |
13,962
+1,398
| +11% | +$107K | 0.25% | 45 |
|
|
2025
Q2 | $918K | Buy |
12,564
+1,134
| +10% | +$74.7K | 0.22% | 48 |
|
|
2025
Q1 | $706K | Buy |
11,430
+258
| +2% | +$17.4K | 0.19% | 56 |
|
|
2024
Q4 | $764K | Buy |
11,172
+630
| +6% | +$42.3K | 0.2% | 51 |
|
|
2024
Q3 | $675K | Buy |
10,542
+4,644
| +79% | +$288K | 0.19% | 54 |
|
|
2024
Q2 | $368K | Buy |
5,898
+2,190
| +59% | +$128K | 0.11% | 67 |
|
|
2024
Q1 | $213K | Buy |
3,708
+1,212
| +49% | +$66.6K | 0.06% | 79 |
|
|
2023
Q4 | $129K | Buy |
2,496
+1,200
| +93% | +$57.9K | 0.04% | 98 |
|
|
2023
Q3 | $59K | Buy |
1,296
+570
| +79% | +$26.9K | 0.02% | 125 |
|
|
2023
Q2 | $34K | Hold |
726
| – | – | 0.01% | 157 |
|
|
2023
Q1 | $30K | Sell |
726
-468
| -39% | -$18.2K | 0.01% | 162 |
|
|
2022
Q4 | $42K | Buy |
1,194
+372
| +45% | +$13.7K | 0.02% | 135 |
|
|
2022
Q3 | $29K | Buy |
822
+384
| +88% | +$15.4K | 0.01% | 143 |
|
|
2022
Q2 | $16K | Sell |
438
-6
| -1% | -$246 | 0.01% | 198 |
|
|
2022
Q1 | $21K | Hold |
444
| – | – | 0.01% | 201 |
|
|
2021
Q4 | $24K | Sell |
444
-210
| -32% | -$10.9K | 0.01% | 188 |
|
|
2021
Q3 | $32K | Hold |
654
| – | – | 0.01% | 164 |
|
|
2021
Q2 | $31K | Hold |
654
| – | – | 0.01% | 159 |
|
|
2021
Q1 | $28K | Buy |
654
+450
| +221% | +$19.3K | 0.01% | 158 |
|
|
2020
Q4 | $9K | Hold |
204
| – | – | ﹤0.01% | 243 |
|
|
2020
Q3 | $8K | Hold |
204
| – | – | ﹤0.01% | 232 |
|
|
2020
Q2 | $7K | Hold |
204
| – | – | ﹤0.01% | 237 |
|
|
2020
Q1 | $5K | Hold |
204
| – | – | ﹤0.01% | 232 |
|
|
2019
Q4 | $6K | Sell |
204
-1,086
| -84% | -$31.4K | ﹤0.01% | 249 |
|
|
2019
Q3 | $36K | Buy |
+1,290
| New | +$35.8K | 0.02% | 122 |
|
|
2017
Q3 | – | Sell |
-151,038
| Closed | -$3.2M | – | 321 |
|
|
2017
Q2 | $3.2M | Buy |
151,038
+13,818
| +10% | +$289K | 2.01% | 20 |
|
|
2017
Q1 | $2.78M | Buy |
+137,220
| New | +$2.71M | 1.77% | 23 |
|
|
2015
Q3 | – | Sell |
-122,196
| Closed | -$2.18M | – | 290 |
|
|
2015
Q2 | $2.18M | Buy |
122,196
+122,028
| +72,636% | +$2.22M | 1.19% | 25 |
|
|
2015
Q1 | $3K | Buy |
+168
| New | +$2.98K | ﹤0.01% | 248 |
|
|
2014
Q3 | – | Sell |
-2,274
| Closed | -$38K | – | 269 |
|
|
2014
Q2 | $38K | Buy |
2,274
+6
| +0.3% | +$95 | 0.02% | 97 |
|
|
2014
Q1 | $35K | Buy |
+2,268
| New | +$35.2K | 0.02% | 115 |
|
Other funds holding VUG
EWA
