Alpha Financial Partners’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 | $243K | Sell |
555
-341
| -38% | -$150K | 0.18% | 72 |
|
|
2025
Q1 | $332K | Hold |
896
| – | – | 0.27% | 52 |
|
|
2024
Q4 | $368K | Buy |
+896
| New | +$368K | 0.29% | 44 |
|
|
2024
Q3 | – | Sell |
-1,040
| Closed | -$389K | – | 157 |
|
|
2024
Q2 | $389K | Sell |
1,040
-668
| -39% | -$250K | 0.34% | 39 |
|
|
2024
Q1 | $588K | Sell |
1,708
-12
| -0.7% | -$4.13K | 0.54% | 28 |
|
|
2023
Q4 | $535K | Sell |
1,720
-25
| -1% | -$7.77K | 0.53% | 28 |
|
|
2023
Q3 | $475K | Hold |
1,745
| – | – | 0.55% | 33 |
|
|
2023
Q2 | $494K | Sell |
1,745
-59
| -3% | -$16.7K | 0.53% | 39 |
|
|
2023
Q1 | $450K | Sell |
1,804
-46
| -2% | -$11.5K | 0.51% | 38 |
|
|
2022
Q4 | $394K | Buy |
+1,850
| New | +$394K | 0.48% | 42 |
|