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