BFC
Bedel Financial Consulting’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
4,574
-4
| -0.1% | -$1.75K | 0.27% | 52 |
|
|
2025
Q1 | $1.76M | Buy |
4,578
+56
| +1% | +$21.5K | 0.25% | 52 |
|
|
2024
Q4 | $1.9M | Sell |
4,522
-40
| -0.9% | -$16.8K | 0.26% | 52 |
|
|
2024
Q3 | $1.75M | Buy |
4,562
+59
| +1% | +$22.7K | 0.25% | 52 |
|
|
2024
Q2 | $1.68M | Buy |
4,503
+6
| +0.1% | +$2.24K | 0.25% | 48 |
|
|
2024
Q1 | $1.55M | Sell |
4,497
-30
| -0.7% | -$10.3K | 0.24% | 53 |
|
|
2023
Q4 | $1.41M | Buy |
4,527
+170
| +4% | +$52.9K | 0.26% | 55 |
|
|
2023
Q3 | $1.19M | Buy |
4,357
+13
| +0.3% | +$3.54K | 0.24% | 59 |
|
|
2023
Q2 | $1.23M | Buy |
4,344
+393
| +10% | +$111K | 0.26% | 55 |
|
|
2023
Q1 | $986K | Buy |
3,951
+13
| +0.3% | +$3.24K | 0.24% | 64 |
|
|
2022
Q4 | $839K | Buy |
3,938
+309
| +9% | +$65.9K | 0.21% | 70 |
|
|
2022
Q3 | $774K | Buy |
3,629
+151
| +4% | +$32.2K | 0.21% | 67 |
|
|
2022
Q2 | $775K | Hold |
3,478
| – | – | 0.23% | 58 |
|
|
2022
Q1 | $1M | Hold |
3,478
| – | – | 0.31% | 48 |
|
|
2021
Q4 | $1.12M | Hold |
3,478
| – | – | 0.35% | 44 |
|
|
2021
Q3 | $1.01M | Hold |
3,478
| – | – | 0.35% | 41 |
|
|
2021
Q2 | $998K | Sell |
3,478
-12
| -0.3% | -$3.44K | 0.35% | 42 |
|
|
2021
Q1 | $897K | Sell |
3,490
-9
| -0.3% | -$2.31K | 0.35% | 43 |
|
|
2020
Q4 | $886K | Sell |
3,499
-16
| -0.5% | -$4.05K | 0.39% | 36 |
|
|
2020
Q3 | $800K | Sell |
3,515
-903
| -20% | -$206K | 0.4% | 36 |
|
|
2020
Q2 | $893K | Buy |
4,418
+105
| +2% | +$21.2K | 0.48% | 28 |
|
|
2020
Q1 | $676K | Buy |
4,313
+70
| +2% | +$11K | 0.45% | 33 |
|
|
2019
Q4 | $773K | Hold |
4,243
| – | – | 0.44% | 32 |
|
|
2019
Q3 | $706K | Hold |
4,243
| – | – | 0.43% | 39 |
|
|
2019
Q2 | $693K | Hold |
4,243
| – | – | 0.42% | 41 |
|
|
2019
Q1 | $664K | Hold |
4,243
| – | – | 0.42% | 38 |
|
|
2018
Q4 | $570K | Sell |
4,243
-1,270
| -23% | -$171K | 0.41% | 45 |
|
|
2018
Q3 | $845K | Sell |
5,513
-190
| -3% | -$29.1K | 0.56% | 30 |
|
|
2018
Q2 | $854K | Sell |
5,703
-636
| -10% | -$95.2K | 0.63% | 29 |
|
|
2018
Q1 | $899K | Buy |
6,339
+2,096
| +49% | +$297K | 0.68% | 27 |
|
|
2017
Q4 | $597K | Buy |
+4,243
| New | +$597K | 0.54% | 43 |
|