World Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.98M Buy
13,637
+1,700
+14% +$745K 0.14% 172
2025
Q1
$4.43M Sell
11,937
-2,038
-15% -$756K 0.11% 209
2024
Q4
$5.74M Buy
13,975
+5,363
+62% +$2.2M 0.16% 149
2024
Q3
$3.31M Buy
8,612
+818
+10% +$314K 0.1% 221
2024
Q2
$2.91M Buy
7,794
+6,543
+523% +$2.45M 0.18% 116
2024
Q1
$431K Sell
1,251
-5,241
-81% -$1.8M 0.06% 249
2023
Q4
$2.02M Buy
6,492
+432
+7% +$134K 0.26% 86
2023
Q3
$1.65M Buy
6,060
+65
+1% +$17.7K 0.33% 63
2023
Q2
$1.7M Sell
5,995
-49
-0.8% -$13.9K 0.33% 59
2023
Q1
$1.51M Sell
6,044
-43
-0.7% -$10.7K 0.31% 62
2022
Q4
$1.3M Sell
6,087
-1,638
-21% -$349K 0.3% 62
2022
Q3
$1.65M Sell
7,725
-193
-2% -$41.3K 0.39% 45
2022
Q2
$2.03M Sell
7,918
-765
-9% -$197K 0.43% 43
2022
Q1
$2.5M Sell
8,683
-40
-0.5% -$11.5K 0.52% 38
2021
Q4
$2.52M Buy
8,723
+1,584
+22% +$457K 0.53% 37
2021
Q3
$2.07M Sell
7,139
-5
-0.1% -$1.45K 0.47% 38
2021
Q2
$2.05M Buy
7,144
+909
+15% +$261K 0.47% 42
2021
Q1
$1.62M Buy
6,235
+96
+2% +$24.9K 0.39% 47
2020
Q4
$1.65M Sell
6,139
-313
-5% -$84.2K 0.42% 47
2020
Q3
$1.47M Buy
6,452
+1,070
+20% +$243K 0.5% 38
2020
Q2
$1.2M Buy
5,382
+895
+20% +$199K 0.42% 42
2020
Q1
$703K Sell
4,487
-214
-5% -$33.5K 0.33% 50
2019
Q4
$856K Buy
4,701
+973
+26% +$177K 0.33% 48
2019
Q3
$620K Sell
3,728
-51
-1% -$8.48K 0.27% 56
2019
Q2
$622K Sell
3,779
-513
-12% -$84.4K 0.27% 53
2019
Q1
$673K Sell
4,292
-53
-1% -$8.31K 0.31% 47
2018
Q4
$650K Buy
+4,345
New +$650K 0.29% 54