Curran Financial Partners’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 | $13.5M | Buy |
30,871
+5,716
| +23% | +$2.51M | 2.99% | 11 |
|
|
2025
Q1 | $9.33M | Buy |
25,155
+6,773
| +37% | +$2.51M | 2.29% | 14 |
|
|
2024
Q4 | $7.54M | Buy |
18,382
+3,664
| +25% | +$1.5M | 1.98% | 15 |
|
|
2024
Q3 | $5.65M | Buy |
14,718
+89
| +0.6% | +$34.2K | 1.6% | 21 |
|
|
2024
Q2 | $5.47M | Sell |
14,629
-211
| -1% | -$78.9K | 1.83% | 17 |
|
|
2024
Q1 | $5.11M | Sell |
14,840
-263
| -2% | -$90.5K | 1.78% | 18 |
|
|
2023
Q4 | $4.87M | Sell |
15,103
-1,210
| -7% | -$390K | 1.87% | 17 |
|
|
2023
Q3 | $4.44M | Buy |
16,313
+238
| +1% | +$64.8K | 1.94% | 17 |
|
|
2023
Q2 | $4.55M | Sell |
16,075
-522
| -3% | -$148K | 1.98% | 17 |
|
|
2023
Q1 | $4.14M | Buy |
16,597
+103
| +0.6% | +$25.7K | 1.96% | 19 |
|
|
2022
Q4 | $3.52M | Sell |
16,494
-29,721
| -64% | -$6.33M | 1.7% | 21 |
|
|
2022
Q3 | $9.89M | Sell |
46,215
-2,394
| -5% | -$512K | 5.01% | 7 |
|
|
2022
Q2 | $10.8M | Buy |
48,609
+6,672
| +16% | +$1.49M | 5.11% | 8 |
|
|
2022
Q1 | $12.1M | Sell |
41,937
-2,114
| -5% | -$608K | 4.96% | 4 |
|
|
2021
Q4 | $14.1M | Sell |
44,051
-2,999
| -6% | -$962K | 6% | 5 |
|
|
2021
Q3 | $13.7M | Sell |
47,050
-122
| -0.3% | -$35.4K | 6.98% | 2 |
|
|
2021
Q2 | $13.5M | Buy |
47,172
+5,018
| +12% | +$1.44M | 7.44% | 2 |
|
|
2021
Q1 | $10.8M | Buy |
42,154
+2,224
| +6% | +$572K | 7.78% | 4 |
|
|
2020
Q4 | $10.1M | Buy |
+39,930
| New | +$10.1M | 8.67% | 1 |
|