Baker Tilly 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 | $604K | Sell |
1,378
-727
| -35% | -$319K | 0.22% | 108 |
|
|
2025
Q1 | $781K | Sell |
2,105
-2,402
| -53% | -$891K | 0.31% | 84 |
|
|
2024
Q4 | $1.85M | Buy |
4,507
+3,077
| +215% | +$1.26M | 0.73% | 29 |
|
|
2024
Q3 | $549K | Sell |
1,430
-53
| -4% | -$20.3K | 0.24% | 105 |
|
|
2024
Q2 | $555K | Buy |
1,483
+12
| +0.8% | +$4.49K | 0.23% | 109 |
|
|
2024
Q1 | $506K | Sell |
1,471
-2,178
| -60% | -$750K | 0.09% | 248 |
|
|
2023
Q4 | $1.13M | Buy |
3,649
+1,924
| +112% | +$598K | 0.19% | 121 |
|
|
2023
Q3 | $470K | Sell |
1,725
-13,374
| -89% | -$3.64M | 0.08% | 272 |
|
|
2023
Q2 | $4.27M | Buy |
15,099
+1,183
| +9% | +$335K | 0.45% | 49 |
|
|
2023
Q1 | $3.47M | Sell |
13,916
-11,957
| -46% | -$2.98M | 0.39% | 59 |
|
|
2022
Q4 | $5.51M | Buy |
+25,873
| New | +$5.51M | 0.68% | 29 |
|
|
2021
Q3 | – | Sell |
-1,231
| Closed | -$353K | – | 523 |
|
|
2021
Q2 | $353K | Buy |
+1,231
| New | +$353K | 0.06% | 361 |
|