Annis Gardner Whiting Capital Advisors’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 | $419K | Buy |
955
+11
| +1% | +$4.83K | 0.15% | 135 |
|
|
2025
Q1 | $350K | Buy |
944
+16
| +2% | +$5.93K | 0.15% | 131 |
|
|
2024
Q4 | $381K | Buy |
928
+5
| +0.5% | +$2.05K | 0.11% | 152 |
|
|
2024
Q3 | $354K | Sell |
923
-9
| -1% | -$3.46K | 0.1% | 165 |
|
|
2024
Q2 | $349K | Sell |
932
-8
| -0.9% | -$3K | 0.1% | 167 |
|
|
2024
Q1 | $324K | Buy |
940
+755
| +408% | +$260K | 0.12% | 141 |
|
|
2023
Q4 | $57.5K | Hold |
185
| – | – | 0.03% | 286 |
|
|
2023
Q3 | $50.4K | Buy |
+185
| New | +$50.4K | 0.03% | 283 |
|