Cosner 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 | $1.46M | Sell |
3,334
-20
| -0.6% | -$8.78K | 0.81% | 20 |
|
2025
Q1 | $1.24M | Buy |
3,354
+907
| +37% | +$336K | 0.76% | 20 |
|
2024
Q4 | $1M | Buy |
2,447
+22
| +0.9% | +$9.03K | 0.64% | 22 |
|
2024
Q3 | $931K | Hold |
2,425
| – | – | 0.6% | 23 |
|
2024
Q2 | $907K | Sell |
2,425
-78
| -3% | -$29.2K | 0.64% | 21 |
|
2024
Q1 | $862K | Buy |
2,503
+6
| +0.2% | +$2.07K | 0.62% | 22 |
|
2023
Q4 | $776K | Buy |
+2,497
| New | +$776K | 0.66% | 22 |
|