Beaird Harris 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 | $292K | Sell |
666
-62
| -9% | -$27.2K | 0.02% | 116 |
|
|
2025
Q1 | $270K | Hold |
728
| – | – | 0.02% | 111 |
|
|
2024
Q4 | $299K | Hold |
728
| – | – | 0.03% | 108 |
|
|
2024
Q3 | $280K | Buy |
728
+78
| +12% | +$29.9K | 0.02% | 121 |
|
|
2024
Q2 | $243K | Hold |
650
| – | – | 0.02% | 116 |
|
|
2024
Q1 | $224K | Hold |
650
| – | – | 0.02% | 108 |
|
|
2023
Q4 | $202K | Sell |
650
-2
| -0.3% | -$622 | 0.02% | 108 |
|
|
2023
Q3 | $178K | Buy |
652
+275
| +73% | +$74.9K | 0.02% | 103 |
|
|
2023
Q2 | $107K | Hold |
377
| – | – | 0.01% | 130 |
|
|
2023
Q1 | $94K | Sell |
377
-11
| -3% | -$2.74K | 0.02% | 132 |
|
|
2022
Q4 | $82.7K | Sell |
388
-110
| -22% | -$23.4K | 0.02% | 149 |
|
|
2022
Q3 | $107K | Buy |
498
+26
| +6% | +$5.59K | 0.02% | 109 |
|
|
2022
Q2 | $105K | Sell |
472
-610
| -56% | -$136K | 0.03% | 93 |
|
|
2022
Q1 | $311K | Sell |
1,082
-3,643
| -77% | -$1.05M | 0.11% | 68 |
|
|
2021
Q4 | $1.52M | Buy |
+4,725
| New | +$1.52M | 0.55% | 28 |
|