Phoenix Wealth Advisors »

Vanguard Growth ETF shares owned by Phoenix Wealth Advisors

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Phoenix Wealth Advisors from 13F filings

Historical chart of Phoenix Wealth Advisors investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Growth ETF by Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $656k 1.9k 344.20
2023-12-31 $641k 2.1k 305.58
2023-09-30 $571k 2.1k 272.31
2023-06-30 $572k 2.0k 282.96
2023-03-31 $505k 2.0k 249.44
2022-12-31 $431k 2.0k 213.11
2022-09-30 $392k 1.8k 213.86
2022-06-30 $287k 1.3k 222.83
2022-03-31 $221k 787 280.81
2021-12-31 $253k 787 321.47
2021-09-30 $228k 787 289.71
2021-06-30 $230k 787 292.25
2021-03-31 $171k 654 261.47
2020-12-31 $153k 602 254.15