Callan Capital’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
Q2 | – | Sell |
-850
| Closed | -$293K | – | 330 |
|
|
2024
Q1 | $293K | Hold |
850
| – | – | 0.03% | 209 |
|
|
2023
Q4 | $264K | Hold |
850
| – | – | 0.02% | 185 |
|
|
2023
Q3 | $231K | Buy |
+850
| New | +$231K | 0.02% | 179 |
|
|
2021
Q1 | – | Sell |
-838
| Closed | -$212K | – | 87 |
|
|
2020
Q4 | $212K | Buy |
+838
| New | +$212K | 0.04% | 79 |
|