Baron Silver Stevens Financial Advisors’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 | $21.6M | Buy |
49,250
+1,736
| +4% | +$761K | 3.46% | 9 |
|
|
2025
Q1 | $17.6M | Sell |
47,514
-2,431
| -5% | -$901K | 3.08% | 11 |
|
|
2024
Q4 | $20.5M | Buy |
49,945
+1,278
| +3% | +$525K | 3.48% | 9 |
|
|
2024
Q3 | $18.7M | Buy |
48,667
+1,853
| +4% | +$711K | 3.26% | 11 |
|
|
2024
Q2 | $17.5M | Sell |
46,814
-645
| -1% | -$241K | 3.32% | 10 |
|
|
2024
Q1 | $16.3M | Sell |
47,459
-928
| -2% | -$319K | 3.16% | 11 |
|
|
2023
Q4 | $15M | Sell |
48,387
-1,318
| -3% | -$410K | 3.16% | 12 |
|
|
2023
Q3 | $13.5M | Sell |
49,705
-988
| -2% | -$269K | 3.06% | 14 |
|
|
2023
Q2 | $14.3M | Buy |
50,693
+4,734
| +10% | +$1.34M | 3.15% | 13 |
|
|
2023
Q1 | $11.5M | Sell |
45,959
-4,697
| -9% | -$1.17M | 2.98% | 14 |
|
|
2022
Q4 | $10.8M | Sell |
50,656
-2,216
| -4% | -$472K | 2.66% | 14 |
|
|
2022
Q3 | $7.08K | Buy |
52,872
+1,487
| +3% | +$199 | 1.93% | 19 |
|
|
2022
Q2 | $11.5M | Buy |
51,385
+604
| +1% | +$135K | 2.96% | 12 |
|
|
2022
Q1 | $14.6M | Buy |
50,781
+2,163
| +4% | +$622K | 3.42% | 12 |
|
|
2021
Q4 | $15.6M | Buy |
48,618
+671
| +1% | +$215K | 3.69% | 11 |
|
|
2021
Q3 | $13.9M | Buy |
47,947
+2,001
| +4% | +$581K | 3.71% | 11 |
|
|
2021
Q2 | $13.2M | Buy |
+45,946
| New | +$13.2M | 3.57% | 10 |
|
|
2021
Q1 | – | Sell |
-35,225
| Closed | -$8.92M | – | 472 |
|
|
2020
Q4 | $8.92M | Buy |
+35,225
| New | +$8.92M | 3.05% | 11 |
|