Clarity Wealth 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 | $815K | Sell |
1,859
-22
| -1% | -$9.65K | 0.2% | 48 |
|
|
2025
Q1 | $698K | Buy |
1,881
+541
| +40% | +$201K | 0.19% | 47 |
|
|
2024
Q4 | $550K | Buy |
1,340
+76
| +6% | +$31.2K | 0.15% | 57 |
|
|
2024
Q3 | $485K | Buy |
1,264
+116
| +10% | +$44.6K | 0.14% | 57 |
|
|
2024
Q2 | $429K | Sell |
1,148
-15
| -1% | -$5.61K | 0.14% | 59 |
|
|
2024
Q1 | $400K | Hold |
1,163
| – | – | 0.14% | 62 |
|
|
2023
Q4 | $362K | Buy |
1,163
+100
| +9% | +$31.1K | 0.14% | 66 |
|
|
2023
Q3 | $290K | Sell |
1,063
-49
| -4% | -$13.3K | 0.13% | 61 |
|
|
2023
Q2 | $315K | Hold |
1,112
| – | – | 0.14% | 59 |
|
|
2023
Q1 | $277K | Sell |
1,112
-55
| -5% | -$13.7K | 0.14% | 58 |
|
|
2022
Q4 | $249K | Sell |
1,167
-84
| -7% | -$17.9K | 0.14% | 57 |
|
|
2022
Q3 | $267K | Sell |
1,251
-70
| -5% | -$14.9K | 0.16% | 51 |
|
|
2022
Q2 | $294K | Buy |
1,321
+85
| +7% | +$18.9K | 0.17% | 52 |
|
|
2022
Q1 | $355K | Sell |
1,236
-7
| -0.6% | -$2.01K | 0.17% | 50 |
|
|
2021
Q4 | $398K | Sell |
1,243
-6
| -0.5% | -$1.92K | 0.18% | 50 |
|
|
2021
Q3 | $362K | Buy |
+1,249
| New | +$362K | 0.18% | 50 |
|
|
2021
Q1 | – | Sell |
-1,429
| Closed | -$362K | – | 61 |
|
|
2020
Q4 | $362K | Sell |
1,429
-654
| -31% | -$166K | 0.22% | 47 |
|
|
2020
Q3 | $474K | Sell |
2,083
-184
| -8% | -$41.9K | 0.34% | 44 |
|
|
2020
Q2 | $458K | Hold |
2,267
| – | – | 0.36% | 45 |
|
|
2020
Q1 | $355K | Buy |
+2,267
| New | +$355K | 0.37% | 42 |
|