Capstone Wealth Management Group (Pennsylvania)’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 | $433K | Hold |
988
| – | – | 0.42% | 37 |
|
|
2025
Q1 | $366K | Buy |
988
+1
| +0.1% | +$371 | 0.21% | 58 |
|
|
2024
Q4 | $405K | Buy |
987
+1
| +0.1% | +$410 | 0.22% | 61 |
|
|
2024
Q3 | $378K | Buy |
986
+3
| +0.3% | +$1.15K | 0.22% | 62 |
|
|
2024
Q2 | $368K | Sell |
983
-18
| -2% | -$6.73K | 0.24% | 60 |
|
|
2024
Q1 | $344K | Buy |
1,001
+16
| +2% | +$5.51K | 0.25% | 60 |
|
|
2023
Q4 | $306K | Buy |
985
+2
| +0.2% | +$622 | 0.29% | 51 |
|
|
2023
Q3 | $268K | Sell |
983
-4
| -0.4% | -$1.09K | 0.28% | 49 |
|
|
2023
Q2 | $279K | Buy |
987
+2
| +0.2% | +$566 | 0.29% | 49 |
|
|
2023
Q1 | $246K | Buy |
985
+1
| +0.1% | +$250 | 0.27% | 50 |
|
|
2022
Q4 | $210K | Buy |
984
+7
| +0.7% | +$1.49K | 0.23% | 59 |
|
|
2022
Q3 | $209K | Buy |
977
+2
| +0.2% | +$428 | 0.27% | 54 |
|
|
2022
Q2 | $217K | Sell |
975
-47
| -5% | -$10.5K | 0.26% | 58 |
|
|
2022
Q1 | $294K | Buy |
1,022
+2
| +0.2% | +$575 | 0.29% | 56 |
|
|
2021
Q4 | $327K | Buy |
+1,020
| New | +$327K | 0.27% | 58 |
|