Aprio 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 | $1.23M | Hold |
2,816
| – | – | 0.14% | 97 |
|
|
2025
Q1 | $1.04M | Sell |
2,816
-179
| -6% | -$66.4K | 0.13% | 104 |
|
|
2024
Q4 | $1.23M | Buy |
2,995
+50
| +2% | +$20.5K | 0.18% | 75 |
|
|
2024
Q3 | $1.13M | Buy |
2,945
+103
| +4% | +$39.5K | 0.18% | 73 |
|
|
2024
Q2 | $1.06M | Sell |
2,842
-38
| -1% | -$14.2K | 0.19% | 67 |
|
|
2024
Q1 | $991K | Buy |
2,880
+50
| +2% | +$17.2K | 0.19% | 64 |
|
|
2023
Q4 | $880K | Sell |
2,830
-35
| -1% | -$10.9K | 0.2% | 59 |
|
|
2023
Q3 | $780K | Sell |
2,865
-915
| -24% | -$249K | 0.21% | 58 |
|
|
2023
Q2 | $1.07M | Buy |
3,780
+14
| +0.4% | +$3.96K | 0.29% | 42 |
|
|
2023
Q1 | $939K | Sell |
3,766
-210
| -5% | -$52.4K | 0.29% | 38 |
|
|
2022
Q4 | $847K | Sell |
3,976
-304
| -7% | -$64.8K | 0.3% | 45 |
|
|
2022
Q3 | $916K | Buy |
4,280
+465
| +12% | +$99.5K | 0.37% | 37 |
|
|
2022
Q2 | $850K | Sell |
3,815
-21
| -0.5% | -$4.68K | 0.34% | 38 |
|
|
2022
Q1 | $1.1M | Sell |
3,836
-5
| -0.1% | -$1.44K | 0.42% | 37 |
|
|
2021
Q4 | $1.23M | Sell |
3,841
-183
| -5% | -$58.7K | 0.52% | 33 |
|
|
2021
Q3 | $1.17M | Sell |
4,024
-50
| -1% | -$14.5K | 0.53% | 32 |
|
|
2021
Q2 | $1.17M | Buy |
+4,074
| New | +$1.17M | 0.55% | 31 |
|
|
2020
Q4 | – | Sell |
-3,582
| Closed | -$815K | – | 69 |
|
|
2020
Q3 | $815K | Sell |
3,582
-116
| -3% | -$26.4K | 0.58% | 30 |
|
|
2020
Q2 | $747K | Sell |
3,698
-505
| -12% | -$102K | 0.72% | 29 |
|
|
2020
Q1 | $659K | Sell |
4,203
-280
| -6% | -$43.9K | 0.84% | 26 |
|
|
2019
Q4 | $817K | Buy |
+4,483
| New | +$817K | 0.6% | 27 |
|