Clear Creek Financial Management’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 | $3.11M | Buy |
7,098
+49
| +0.7% | +$21.5K | 0.3% | 73 |
|
|
2025
Q1 | $2.61M | Sell |
7,049
-792
| -10% | -$294K | 0.27% | 81 |
|
|
2024
Q4 | $3.22M | Buy |
7,841
+373
| +5% | +$153K | 0.35% | 59 |
|
|
2024
Q3 | $2.87M | Sell |
7,468
-1,994
| -21% | -$766K | 0.32% | 68 |
|
|
2024
Q2 | $3.39M | Sell |
9,462
-2
| -0% | -$716 | 0.41% | 53 |
|
|
2024
Q1 | $3.16M | Sell |
9,464
-231
| -2% | -$77.1K | 0.4% | 54 |
|
|
2023
Q4 | $2.98M | Buy |
9,695
+2,534
| +35% | +$778K | 0.47% | 45 |
|
|
2023
Q3 | $1.98M | Hold |
7,161
| – | – | 0.35% | 64 |
|
|
2023
Q2 | $2.03M | Buy |
7,161
+1,287
| +22% | +$364K | 0.35% | 64 |
|
|
2023
Q1 | $1.47M | Buy |
5,874
+3,214
| +121% | +$802K | 0.28% | 74 |
|
|
2022
Q4 | $567K | Sell |
2,660
-54
| -2% | -$11.5K | 0.12% | 140 |
|
|
2022
Q3 | $581K | Buy |
2,714
+133
| +5% | +$28.5K | 0.13% | 131 |
|
|
2022
Q2 | $575K | Sell |
2,581
-56
| -2% | -$12.5K | 0.12% | 140 |
|
|
2022
Q1 | $759K | Sell |
2,637
-30
| -1% | -$8.64K | 0.12% | 143 |
|
|
2021
Q4 | $856K | Sell |
2,667
-29,814
| -92% | -$9.57M | 0.13% | 136 |
|
|
2021
Q3 | $9.43M | Buy |
32,481
+27,712
| +581% | +$8.04M | 1.51% | 11 |
|
|
2021
Q2 | $1.37M | Buy |
+4,769
| New | +$1.37M | 0.21% | 111 |
|
|
2021
Q1 | – | Sell |
-4,767
| Closed | -$1.21M | – | 260 |
|
|
2020
Q4 | $1.21M | Sell |
4,767
-59,783
| -93% | -$15.1M | 0.23% | 99 |
|
|
2020
Q3 | $14.7M | Buy |
64,550
+59,761
| +1,248% | +$13.6M | 0.67% | 33 |
|
|
2020
Q2 | $967K | Buy |
4,789
+3,604
| +304% | +$728K | 0.25% | 65 |
|
|
2020
Q1 | $207K | Buy |
1,185
+48
| +4% | +$8.39K | 0.08% | 149 |
|
|
2019
Q4 | $214K | Sell |
1,137
-42
| -4% | -$7.91K | 0.08% | 125 |
|
|
2019
Q3 | $204K | Sell |
1,179
-148
| -11% | -$25.6K | 0.1% | 123 |
|
|
2019
Q2 | $217K | Buy |
+1,327
| New | +$217K | 0.09% | 117 |
|