Vanguard Growth ETF shares owned by Opes Wealth Management
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $525k | 1.1k | 479.61 |
| 2025-06-30 | $480k | 1.1k | 438.40 |
| 2024-12-31 | $355k | 866 | 410.44 |
| 2024-09-30 | $333k | 866 | 383.93 |
| 2024-06-30 | $324k | 866 | 374.01 |
| 2024-03-31 | $298k | 866 | 344.20 |
| 2023-12-31 | $269k | 866 | 310.88 |
| 2023-09-30 | $236k | 866 | 272.31 |
| 2023-06-30 | $245k | 866 | 282.96 |
| 2022-03-31 | $220k | 766 | 287.21 |
| 2021-12-31 | $249k | 777 | 320.46 |
| 2021-09-30 | $265k | 912 | 290.57 |
| 2021-06-30 | $262k | 912 | 287.28 |
| 2021-03-31 | $234k | 912 | 256.58 |
| 2020-12-31 | $231k | 912 | 253.29 |
| 2020-09-30 | $208k | 912 | 228.07 |