Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.48M | Buy |
3,847
+104
| +3% | +$39.9K | 0.8% | 27 |
|
|
2024
Q2 | $1.4M | Buy |
3,743
+235
| +7% | +$87.9K | 0.8% | 28 |
|
|
2024
Q1 | $1.21M | Sell |
3,508
-120
| -3% | -$41.3K | 0.73% | 30 |
|
|
2023
Q4 | $1.13M | Sell |
3,628
-61
| -2% | -$19K | 0.77% | 29 |
|
|
2023
Q3 | $1M | Buy |
3,689
+1,073
| +41% | +$292K | 0.76% | 29 |
|
|
2023
Q2 | $740K | Buy |
2,616
+270
| +12% | +$76.4K | 0.56% | 39 |
|
|
2023
Q1 | $585K | Buy |
2,346
+374
| +19% | +$93.3K | 0.48% | 52 |
|
|
2022
Q4 | $420K | Sell |
1,972
-644
| -25% | -$137K | 0.37% | 47 |
|
|
2022
Q3 | $560K | Sell |
2,616
-187
| -7% | -$40K | 0.53% | 38 |
|
|
2022
Q2 | $625K | Buy |
2,803
+45
| +2% | +$10K | 0.58% | 38 |
|
|
2022
Q1 | $793K | Buy |
2,758
+1,837
| +199% | +$528K | 0.63% | 37 |
|
|
2021
Q4 | $296K | Buy |
+921
| New | +$296K | 0.24% | 70 |
|