Atticus 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 | $334K | Buy |
761
+59
| +8% | +$25.9K | 0.09% | 120 |
|
|
2025
Q1 | $260K | Hold |
702
| – | – | 0.09% | 106 |
|
|
2024
Q4 | $288K | Hold |
702
| – | – | 0.09% | 96 |
|
|
2024
Q3 | $270K | Hold |
702
| – | – | 0.09% | 107 |
|
|
2024
Q2 | $263K | Sell |
702
-23
| -3% | -$8.6K | 0.09% | 102 |
|
|
2024
Q1 | $250K | Sell |
725
-10
| -1% | -$3.44K | 0.08% | 109 |
|
|
2023
Q4 | $228K | Buy |
735
+5
| +0.7% | +$1.55K | 0.08% | 116 |
|
|
2023
Q3 | $199K | Hold |
730
| – | – | 0.08% | 126 |
|
|
2023
Q2 | $207K | Buy |
730
+18
| +3% | +$5.09K | 0.08% | 131 |
|
|
2023
Q1 | $178K | Sell |
712
-29
| -4% | -$7.23K | 0.07% | 138 |
|
|
2022
Q4 | $158K | Sell |
741
-627
| -46% | -$134K | 0.06% | 138 |
|
|
2022
Q3 | $305K | Hold |
1,368
| – | – | 0.15% | 93 |
|
|
2022
Q2 | $305K | Buy |
1,368
+202
| +17% | +$45K | 0.13% | 108 |
|
|
2022
Q1 | $335K | Buy |
1,166
+1,059
| +990% | +$304K | 0.12% | 107 |
|
|
2021
Q4 | $34K | Hold |
107
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $31K | Hold |
107
| – | – | 0.01% | 282 |
|
|
2021
Q2 | $31K | Hold |
107
| – | – | 0.01% | 265 |
|
|
2021
Q1 | $28K | Hold |
107
| – | – | 0.01% | 255 |
|
|
2020
Q4 | $27K | Buy |
+107
| New | +$27K | 0.01% | 248 |
|