CD
Chapin Davis’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
3,395
+1
| +0% | +$438 | 0.41% | 58 |
|
|
2025
Q1 | $1.26M | Buy |
3,394
+167
| +5% | +$61.9K | 0.43% | 55 |
|
|
2024
Q4 | $1.24M | Hold |
3,227
| – | – | 0.4% | 61 |
|
|
2024
Q3 | $1.24M | Buy |
3,227
+74
| +2% | +$28.4K | 0.4% | 62 |
|
|
2024
Q2 | $1.18M | Buy |
3,153
+554
| +21% | +$207K | 0.4% | 56 |
|
|
2024
Q1 | $895K | Buy |
2,599
+539
| +26% | +$186K | 0.33% | 74 |
|
|
2023
Q4 | $640K | Buy |
2,060
+522
| +34% | +$162K | 0.27% | 97 |
|
|
2023
Q3 | $419K | Sell |
1,538
-12
| -0.8% | -$3.27K | 0.2% | 124 |
|
|
2023
Q2 | $439K | Hold |
1,550
| – | – | 0.21% | 123 |
|
|
2023
Q1 | $387K | Buy |
1,550
+246
| +19% | +$61.4K | 0.2% | 126 |
|
|
2022
Q4 | $278K | Buy |
+1,304
| New | +$278K | 0.16% | 145 |
|