Buttonwood Financial Advisors’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
$773K Sell
1,764
-29
-2% -$12.7K 0.31% 52
2025
Q1
$665K Hold
1,793
0.29% 55
2024
Q4
$736K Sell
1,793
-23
-1% -$9.44K 0.32% 56
2024
Q3
$697K Buy
1,816
+445
+32% +$171K 0.3% 56
2024
Q2
$513K Buy
1,371
+241
+21% +$90.1K 0.24% 71
2024
Q1
$389K Hold
1,130
0.18% 82
2023
Q4
$351K Hold
1,130
0.19% 81
2023
Q3
$308K Buy
1,130
+2
+0.2% +$545 0.19% 84
2023
Q2
$319K Buy
+1,128
New +$319K 0.2% 79