Baron Financial Group’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 | $236K | Sell |
539
-42
| -7% | -$18.4K | 0.14% | 46 |
|
|
2025
Q1 | $215K | Sell |
581
-100
| -15% | -$37.1K | 0.14% | 46 |
|
|
2024
Q4 | $280K | Buy |
+681
| New | +$280K | 0.17% | 42 |
|
|
2022
Q3 | – | Sell |
-519
| Closed | -$116K | – | 196 |
|
|
2022
Q2 | $116K | Hold |
519
| – | – | 0.08% | 54 |
|
|
2022
Q1 | $149K | Hold |
519
| – | – | 0.09% | 53 |
|
|
2021
Q4 | $167K | Hold |
519
| – | – | 0.09% | 52 |
|
|
2021
Q3 | $151K | Hold |
519
| – | – | 0.09% | 53 |
|
|
2021
Q2 | $149K | Buy |
519
+22
| +4% | +$6.31K | 0.09% | 54 |
|
|
2021
Q1 | $128K | Sell |
497
-44
| -8% | -$11.3K | 0.09% | 59 |
|
|
2020
Q4 | $137K | Hold |
541
| – | – | 0.11% | 55 |
|
|
2020
Q3 | $123K | Buy |
+541
| New | +$123K | 0.12% | 55 |
|