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 |
|