Clayton Financial 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 | $17.4M | Sell |
39,724
-27,733
| -41% | -$12.2M | 20.71% | 1 |
|
2025
Q1 | $25M | Buy |
67,457
+3,522
| +6% | +$1.31M | 9.17% | 2 |
|
2024
Q4 | $26.2M | Buy |
63,935
+3,944
| +7% | +$1.62M | 9.45% | 1 |
|
2024
Q3 | $23M | Sell |
59,991
-2,987
| -5% | -$1.15M | 8.62% | 2 |
|
2024
Q2 | $21.7M | Buy |
62,978
+3,236
| +5% | +$1.11M | 9.38% | 2 |
|
2024
Q1 | $20.6M | Buy |
59,742
+3,200
| +6% | +$1.1M | 9.35% | 1 |
|
2023
Q4 | $17.6M | Buy |
+56,542
| New | +$17.6M | 10.94% | 1 |
|