Boston Financial 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
2024
Q4
$1.98M Sell
4,835
-57
-1% -$23.4K 0.06% 148
2024
Q3
$1.88M Sell
4,892
-339
-6% -$130K 0.06% 153
2024
Q2
$1.96M Buy
5,231
+414
+9% +$155K 0.06% 146
2024
Q1
$1.66M Sell
4,817
-6
-0.1% -$2.07K 0.05% 156
2023
Q4
$1.5M Sell
4,823
-64
-1% -$19.9K 0.05% 157
2023
Q3
$1.33M Sell
4,887
-319
-6% -$86.9K 0.05% 151
2023
Q2
$1.47M Buy
5,206
+1,282
+33% +$363K 0.05% 155
2023
Q1
$979K Buy
3,924
+422
+12% +$105K 0.04% 176
2022
Q4
$746K Buy
+3,502
New +$746K 0.03% 200