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 |
|