Crewe Advisors’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 | $662K | Buy |
1,511
+1,095
| +263% | +$480K | 0.09% | 76 |
|
|
2025
Q1 | $154K | Hold |
416
| – | – | 0.02% | 165 |
|
|
2024
Q4 | $171K | Sell |
416
-226
| -35% | -$92.8K | 0.02% | 156 |
|
|
2024
Q3 | $246K | Buy |
642
+67
| +12% | +$25.7K | 0.03% | 131 |
|
|
2024
Q2 | $215K | Buy |
575
+245
| +74% | +$91.6K | 0.02% | 172 |
|
|
2024
Q1 | $114K | Hold |
330
| – | – | 0.01% | 257 |
|
|
2023
Q4 | $103K | Hold |
330
| – | – | 0.02% | 101 |
|
|
2023
Q3 | $89.9K | Hold |
330
| – | – | 0.02% | 108 |
|
|
2023
Q2 | $93.4K | Hold |
330
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $82.3K | Sell |
330
-36
| -10% | -$8.98K | 0.01% | 250 |
|
|
2022
Q4 | $78K | Buy |
366
+36
| +11% | +$7.67K | 0.01% | 253 |
|
|
2022
Q3 | $71K | Hold |
330
| – | – | 0.01% | 270 |
|
|
2022
Q2 | $74K | Hold |
330
| – | – | 0.02% | 249 |
|
|
2022
Q1 | $95K | Buy |
+330
| New | +$95K | 0.02% | 179 |
|