YHB Investment Advisors’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 | $839K | Hold |
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|
2025
Q2 | $767K | Sell |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $764K | Buy |
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|
2024
Q2 | $733K | Buy |
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|
2024
Q1 | $593K | Buy |
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|
2023
Q4 | $508K | Hold |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $454K | Buy |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $335K | Buy |
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|
2022
Q3 | $334K | Hold |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $448K | Hold |
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|
2021
Q4 | $500K | Hold |
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|
2021
Q3 | $452K | Hold |
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|
2021
Q2 | $447K | Hold |
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|
2021
Q1 | $431K | Sell |
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|
2020
Q4 | $441K | Buy |
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