WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $2.25M | Hold |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $403K | Sell |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $717K | Hold |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $774K | Sell |
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|
2022
Q4 | $805K | Hold |
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|
2022
Q3 | $808K | Buy |
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|
2022
Q2 | $776K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $1.51M | Sell |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $680K | Buy |
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|
2019
Q4 | $781K | Hold |
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|
2019
Q3 | $713K | Sell |
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|
2019
Q2 | $749K | Buy |
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|
2019
Q1 | $695K | Buy |
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|
2018
Q4 | $568K | Hold |
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|
2018
Q3 | $681K | Hold |
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|
2018
Q2 | $633K | Hold |
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|
2018
Q1 | $600K | Hold |
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|
2017
Q4 | $594K | Sell |
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|
2017
Q3 | $564K | Hold |
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|
2017
Q2 | $540K | Hold |
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|
2017
Q1 | $517K | Buy |
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|
2016
Q4 | $471K | Sell |
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|
2016
Q3 | $983K | Hold |
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|
2016
Q2 | $938K | Buy |
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|
2016
Q1 | $842K | Hold |
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|
2015
Q4 | $842K | Buy |
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|
2015
Q3 | $339K | Sell |
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|
2015
Q2 | $3.44M | Hold |
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|
2015
Q1 | $3.36M | Buy |
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|
2014
Q4 | $353K | Sell |
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|
2014
Q3 | $3.06M | Hold |
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|
2014
Q2 | $3.04M | Buy |
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|
2014
Q1 | $2.85M | Hold |
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|
2013
Q4 | $2.84M | Buy |
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|
2013
Q3 | $2.45M | Buy |
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|
2013
Q2 | $2.24M | Buy |
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