Aviso 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 | $1.03M | Sell |
2,342
-198
| -8% | -$86.8K | 0.48% | 55 |
|
|
2025
Q1 | $942K | Sell |
2,540
-162
| -6% | -$60.1K | 0.5% | 55 |
|
|
2024
Q4 | $1.11M | Hold |
2,702
| – | – | 0.57% | 49 |
|
|
2024
Q3 | $1.04M | Hold |
2,702
| – | – | 0.56% | 47 |
|
|
2024
Q2 | $1.01M | Hold |
2,702
| – | – | 0.6% | 43 |
|
|
2024
Q1 | $930K | Hold |
2,702
| – | – | 0.59% | 44 |
|
|
2023
Q4 | $840K | Buy |
+2,702
| New | +$840K | 0.61% | 41 |
|