Clark Financial Services Group’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
$11.9M Sell
27,038
-792
-3% -$347K 7.29% 4
2025
Q1
$10.3M Buy
27,830
+602
+2% +$223K 7.15% 4
2024
Q4
$11.2M Buy
27,228
+513
+2% +$211K 8.55% 4
2024
Q3
$10.3M Sell
26,715
-91
-0.3% -$34.9K 9.33% 4
2024
Q2
$10M Buy
26,806
+1,290
+5% +$482K 10.57% 4
2024
Q1
$8.78M Buy
25,516
+99
+0.4% +$34.1K 10.58% 3
2023
Q4
$7.9M Sell
25,417
-396
-2% -$123K 10.13% 3
2023
Q3
$7.03M Sell
25,813
-277
-1% -$75.4K 9.61% 3
2023
Q2
$7.38M Buy
26,090
+682
+3% +$193K 9.97% 3
2023
Q1
$6.34M Sell
25,408
-1,303
-5% -$325K 9.36% 3
2022
Q4
$5.69M Buy
26,711
+873
+3% +$186K 6.54% 4
2022
Q3
$5.53M Buy
+25,838
New +$5.53M 5.82% 4
2022
Q1
$7.58M Sell
26,364
-471
-2% -$135K 5.56% 5
2021
Q4
$8.61M Buy
26,835
+3,749
+16% +$1.2M 5.79% 5
2021
Q3
$6.7M Buy
23,086
+995
+5% +$289K 5.16% 7
2021
Q2
$6.34M Buy
22,091
+154
+0.7% +$44.2K 4.97% 7
2021
Q1
$5.64M Buy
+21,937
New +$5.64M 4.77% 7
2020
Q2
$5.64M Buy
+25,291
New +$5.64M 8.73% 3