Appleton 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 | $580K | Sell |
1,324
-11
| -0.8% | -$4.82K | 0.04% | 172 |
|
|
2025
Q1 | $495K | Buy |
1,335
+766
| +135% | +$284K | 0.04% | 177 |
|
|
2024
Q4 | $234K | Sell |
569
-250
| -31% | -$103K | 0.02% | 235 |
|
|
2024
Q3 | $314K | Sell |
819
-20
| -2% | -$7.67K | 0.02% | 214 |
|
|
2024
Q2 | $314K | Sell |
839
-15
| -2% | -$5.61K | 0.02% | 214 |
|
|
2024
Q1 | $294K | Sell |
854
-74
| -8% | -$25.5K | 0.02% | 232 |
|
|
2023
Q4 | $288K | Hold |
928
| – | – | 0.02% | 254 |
|
|
2023
Q3 | $253K | Hold |
928
| – | – | 0.02% | 263 |
|
|
2023
Q2 | $263K | Hold |
928
| – | – | 0.02% | 266 |
|
|
2023
Q1 | $231K | Sell |
928
-220
| -19% | -$54.8K | 0.02% | 278 |
|
|
2022
Q4 | $245K | Hold |
1,148
| – | – | 0.02% | 275 |
|
|
2022
Q3 | $246K | Buy |
1,148
+95
| +9% | +$20.4K | 0.02% | 264 |
|
|
2022
Q2 | $235K | Sell |
1,053
-935
| -47% | -$209K | 0.02% | 274 |
|
|
2022
Q1 | $572K | Buy |
1,988
+97
| +5% | +$27.9K | 0.05% | 204 |
|
|
2021
Q4 | $607K | Buy |
1,891
+566
| +43% | +$182K | 0.05% | 203 |
|
|
2021
Q3 | $384K | Hold |
1,325
| – | – | 0.03% | 223 |
|
|
2021
Q2 | $380K | Sell |
1,325
-30
| -2% | -$8.6K | 0.03% | 220 |
|
|
2021
Q1 | $348K | Sell |
1,355
-60
| -4% | -$15.4K | 0.03% | 226 |
|
|
2020
Q4 | $358K | Sell |
1,415
-245
| -15% | -$62K | 0.04% | 217 |
|
|
2020
Q3 | $378K | Buy |
1,660
+180
| +12% | +$41K | 0.04% | 200 |
|
|
2020
Q2 | $299K | Hold |
1,480
| – | – | 0.04% | 216 |
|
|
2020
Q1 | $232K | Buy |
1,480
+380
| +35% | +$59.6K | 0.03% | 237 |
|
|
2019
Q4 | $200K | Buy |
+1,100
| New | +$200K | 0.02% | 287 |
|