Abound Wealth Management’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 | $401K | Buy |
916
+185
| +25% | +$81.1K | 0.11% | 48 |
|
|
2025
Q1 | $271K | Buy |
731
+48
| +7% | +$17.8K | 0.09% | 56 |
|
|
2024
Q4 | $280K | Buy |
683
+2
| +0.3% | +$821 | 0.09% | 52 |
|
|
2024
Q3 | $261K | Hold |
681
| – | – | 0.09% | 51 |
|
|
2024
Q2 | $255K | Sell |
681
-12
| -2% | -$4.49K | 0.09% | 49 |
|
|
2024
Q1 | $238K | Sell |
693
-622
| -47% | -$214K | 0.09% | 53 |
|
|
2023
Q4 | $409K | Buy |
1,315
+26
| +2% | +$8.08K | 0.16% | 38 |
|
|
2023
Q3 | $351K | Buy |
1,289
+161
| +14% | +$43.8K | 0.15% | 41 |
|
|
2023
Q2 | $319K | Sell |
1,128
-110
| -9% | -$31.1K | 0.13% | 43 |
|
|
2023
Q1 | $309K | Sell |
1,238
-41
| -3% | -$10.2K | 0.14% | 41 |
|
|
2022
Q4 | $273K | Sell |
1,279
-157
| -11% | -$33.5K | 0.13% | 39 |
|
|
2022
Q3 | $307K | Sell |
1,436
-33
| -2% | -$7.06K | 0.17% | 36 |
|
|
2022
Q2 | $327K | Buy |
1,469
+1
| +0.1% | +$223 | 0.18% | 35 |
|
|
2022
Q1 | $422K | Buy |
1,468
+90
| +7% | +$25.9K | 0.3% | 28 |
|
|
2021
Q4 | $442K | Buy |
+1,378
| New | +$442K | 0.35% | 24 |
|