Capstone 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 | $235K | Buy |
+535
| New | +$235K | 0.01% | 139 |
|
|
2025
Q1 | – | Sell |
-532
| Closed | -$218K | – | 163 |
|
|
2024
Q4 | $218K | Buy |
+532
| New | +$218K | 0.01% | 135 |
|
|
2021
Q4 | – | Sell |
-732
| Closed | -$212K | – | 150 |
|
|
2021
Q3 | $212K | Buy |
732
+3
| +0.4% | +$869 | 0.02% | 124 |
|
|
2021
Q2 | $209K | Buy |
+729
| New | +$209K | 0.02% | 129 |
|