CarsonAllaria Wealth Management’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 | $40.3K | Hold |
92
| – | – | 0.02% | 145 |
|
|
2025
Q1 | $34.1K | Hold |
92
| – | – | 0.02% | 156 |
|
|
2024
Q4 | $37.8K | Hold |
92
| – | – | 0.02% | 145 |
|
|
2024
Q3 | $35.3K | Hold |
92
| – | – | 0.02% | 150 |
|
|
2024
Q2 | $34.4K | Buy |
+92
| New | +$34.4K | 0.02% | 146 |
|
|
2023
Q3 | – | Sell |
-143
| Closed | -$40.6K | – | 408 |
|
|
2023
Q2 | $40.6K | Hold |
143
| – | – | 0.03% | 122 |
|
|
2023
Q1 | $35.7K | Buy |
+143
| New | +$35.7K | 0.03% | 126 |
|