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 |
|