Atwood & Palmer’s Vanguard Growth ETF VUG Stock Holding History

Atwood & Palmer’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Hold	460	–	–	0.01%	153
2025 Q1	$171K	Hold	460	–	–	0.01%	158
2024 Q4	$189K	Hold	460	–	–	0.01%	149
2024 Q3	$177K	Hold	460	–	–	0.01%	153
2024 Q2	$172K	Hold	460	–	–	0.01%	152
2024 Q1	$158K	Sell	460 -435	-49%	-$150K	0.01%	159
2023 Q4	$278K	Buy	895 +875	+4,375%	+$272K	0.02%	132
2023 Q3	$5.45K	Hold	20	–	–	﹤0.01%	337
2023 Q2	$5.66K	Hold	20	–	–	﹤0.01%	342
2023 Q1	$4.99K	Hold	20	–	–	﹤0.01%	330
2022 Q4	$4.26K	Hold	20	–	–	﹤0.01%	354
2022 Q3	$4K	Sell	20 -727	-97%	-$145K	﹤0.01%	344
2022 Q2	$166K	Buy	747 +727	+3,635%	+$162K	0.02%	145
2022 Q1	$6K	Sell	20 -121	-86%	-$36.3K	﹤0.01%	393
2021 Q4	$45K	Hold	141	–	–	﹤0.01%	239
2021 Q3	$41K	Buy	141 +121	+605%	+$35.2K	﹤0.01%	234
2021 Q2	$6K	Hold	20	–	–	﹤0.01%	358
2021 Q1	$5K	Hold	20	–	–	﹤0.01%	389
2020 Q4	$5K	Hold	20	–	–	﹤0.01%	345
2020 Q3	$5K	Hold	20	–	–	﹤0.01%	295
2020 Q2	$4K	Hold	20	–	–	﹤0.01%	295
2020 Q1	$3K	Hold	20	–	–	﹤0.01%	298
2019 Q4	$4K	Hold	20	–	–	﹤0.01%	276
2019 Q3	$3K	Hold	20	–	–	﹤0.01%	288
2019 Q2	$3K	Hold	20	–	–	﹤0.01%	283
2019 Q1	$3K	Hold	20	–	–	﹤0.01%	309
2018 Q4	$3K	Hold	20	–	–	﹤0.01%	300
2018 Q3	$3K	Buy	+20	New	+$3K	﹤0.01%	295
2017 Q1	–	Sell	-2,800	Closed	-$312K	–	337
2016 Q4	$312K	Hold	2,800	–	–	0.06%	92
2016 Q3	$314K	Hold	2,800	–	–	0.06%	92
2016 Q2	$300K	Hold	2,800	–	–	0.05%	94
2016 Q1	$298K	Sell	2,800 -3,086	-52%	-$328K	0.05%	95
2015 Q4	$626K	Buy	5,886 +286	+5%	+$30.4K	0.12%	82
2015 Q3	$562K	Hold	5,600	–	–	0.11%	86
2015 Q2	$599K	Hold	5,600	–	–	0.11%	89
2015 Q1	$586K	Hold	5,600	–	–	0.1%	90
2014 Q4	$585K	Hold	5,600	–	–	0.11%	85
2014 Q3	$558K	Buy	+5,600	New	+$558K	0.11%	88
2014 Q2	–	Sell	-5,600	Closed	-$523K	–	332
2014 Q1	$523K	Hold	5,600	–	–	0.12%	77
2013 Q4	$521K	Hold	5,600	–	–	0.13%	74
2013 Q3	$474K	Buy	+5,600	New	+$474K	0.13%	75