Copperwynd Financial’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 | $32.2M | Buy |
73,454
+72,687
| +9,477% | +$31.9M | 8.03% | 1 |
|
|
2025
Q1 | $284K | Buy |
767
+195
| +34% | +$72.3K | 0.08% | 122 |
|
|
2024
Q4 | $235K | Sell |
572
-87
| -13% | -$35.7K | 0.06% | 126 |
|
|
2024
Q3 | $253K | Sell |
659
-25,468
| -97% | -$9.78M | 0.08% | 123 |
|
|
2024
Q2 | $9.6M | Sell |
26,127
-2,188
| -8% | -$804K | 3.13% | 10 |
|
|
2024
Q1 | $9.75M | Buy |
28,315
+429
| +2% | +$148K | 3.51% | 7 |
|
|
2023
Q4 | $8.67M | Buy |
27,886
+756
| +3% | +$235K | 3.45% | 8 |
|
|
2023
Q3 | $7.39M | Sell |
27,130
-491
| -2% | -$134K | 3.47% | 8 |
|
|
2023
Q2 | $7.82M | Buy |
27,621
+292
| +1% | +$82.6K | 3.64% | 6 |
|
|
2023
Q1 | $6.82M | Buy |
+27,329
| New | +$6.82M | 3.48% | 6 |
|