Bridgewealth Advisory Group’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 | $1.33M | Buy |
3,031
+1,080
| +55% | +$473K | 0.34% | 45 |
|
|
2025
Q1 | $723K | Sell |
1,951
-546
| -22% | -$202K | 0.95% | 31 |
|
|
2024
Q4 | $1.07M | Hold |
2,497
| – | – | 0.3% | 45 |
|
|
2024
Q3 | $959K | Sell |
2,497
-129
| -5% | -$49.5K | 0.35% | 40 |
|
|
2024
Q2 | $982K | Buy |
2,626
+56
| +2% | +$20.9K | 0.44% | 36 |
|
|
2024
Q1 | $885K | Sell |
2,570
-1,184
| -32% | -$408K | 0.43% | 38 |
|
|
2023
Q4 | $1.17M | Buy |
3,754
+775
| +26% | +$241K | 0.89% | 27 |
|
|
2023
Q3 | $811K | Buy |
+2,979
| New | +$811K | 1% | 22 |
|