Certus 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 | $10.4M | Sell |
23,720
-1,827
| -7% | -$801K | 6.7% | 2 |
|
|
2025
Q1 | $10.3M | Buy |
25,547
+562
| +2% | +$227K | 7.01% | 2 |
|
|
2024
Q4 | $10.6M | Sell |
24,985
-132
| -0.5% | -$55.8K | 7.07% | 2 |
|
|
2024
Q3 | $9.64M | Sell |
25,117
-347
| -1% | -$133K | 6.71% | 3 |
|
|
2024
Q2 | $9.52M | Buy |
25,464
+17,102
| +205% | +$6.4M | 7.23% | 3 |
|
|
2024
Q1 | $2.83M | Sell |
8,362
-1,683
| -17% | -$571K | 2.26% | 13 |
|
|
2023
Q4 | $3.12M | Buy |
10,045
+449
| +5% | +$140K | 2.65% | 12 |
|
|
2023
Q3 | $2.61M | Buy |
9,596
+3,214
| +50% | +$875K | 2.5% | 13 |
|
|
2023
Q2 | $1.81M | Buy |
+6,382
| New | +$1.81M | 1.79% | 14 |
|