Badgley Phelps Wealth Managers’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
$1.01M Buy
2,310
+8
+0.3% +$3.51K 0.02% 176
2025
Q1
$854K Sell
2,302
-159
-6% -$59K 0.02% 182
2024
Q4
$1.01M Sell
2,461
-274
-10% -$112K 0.02% 175
2024
Q3
$1.05M Buy
2,735
+109
+4% +$41.9K 0.02% 170
2024
Q2
$983K Buy
2,626
+121
+5% +$45.3K 0.02% 168
2024
Q1
$862K Sell
2,505
-218
-8% -$75K 0.02% 170
2023
Q4
$847K Buy
2,723
+882
+48% +$274K 0.02% 167
2023
Q3
$501K Buy
1,841
+322
+21% +$87.7K 0.02% 173
2023
Q2
$430K Hold
1,519
0.01% 184
2023
Q1
$379K Sell
1,519
-42
-3% -$10.5K 0.01% 166
2022
Q4
$333K Buy
1,561
+370
+31% +$78.9K 0.01% 171
2022
Q3
$255K Buy
1,191
+4
+0.3% +$856 0.01% 173
2022
Q2
$265K Sell
1,187
-1,574
-57% -$351K 0.01% 176
2022
Q1
$794K Buy
2,761
+1,562
+130% +$449K 0.03% 139
2021
Q4
$385K Hold
1,199
0.01% 170
2021
Q3
$348K Buy
+1,199
New +$348K 0.01% 172