Boyd 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 | $1.88M | Buy |
4,290
+158
| +4% | +$69.3K | 0.81% | 20 |
|
|
2025
Q1 | $1.53M | Hold |
4,132
| – | – | 0.76% | 20 |
|
|
2024
Q4 | $1.7M | Hold |
4,132
| – | – | 0.84% | 19 |
|
|
2024
Q3 | $1.59M | Hold |
4,132
| – | – | 0.8% | 20 |
|
|
2024
Q2 | $1.55M | Sell |
4,132
-319
| -7% | -$119K | 0.85% | 21 |
|
|
2024
Q1 | $1.53M | Hold |
4,451
| – | – | 0.88% | 19 |
|
|
2023
Q4 | $1.38M | Sell |
4,451
-551
| -11% | -$171K | 0.86% | 18 |
|
|
2023
Q3 | $1.36M | Sell |
5,002
-160
| -3% | -$43.6K | 0.92% | 19 |
|
|
2023
Q2 | $1.46M | Buy |
5,162
+25
| +0.5% | +$7.07K | 0.89% | 20 |
|
|
2023
Q1 | $1.28M | Buy |
5,137
+1,096
| +27% | +$273K | 0.89% | 17 |
|
|
2022
Q4 | $861K | Buy |
4,041
+612
| +18% | +$130K | 0.63% | 23 |
|
|
2022
Q3 | $734K | Buy |
3,429
+396
| +13% | +$84.8K | 0.59% | 20 |
|
|
2022
Q2 | $676K | Sell |
3,033
-372
| -11% | -$82.9K | 0.55% | 27 |
|
|
2022
Q1 | $979K | Sell |
3,405
-853
| -20% | -$245K | 0.73% | 16 |
|
|
2021
Q4 | $1.37M | Buy |
+4,258
| New | +$1.37M | 0.99% | 16 |
|