CVA Family Office’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 | $1.34M | Hold |
3,067
| – | – | 0.19% | 84 |
|
|
2025
Q1 | $1.14M | Buy |
3,067
+98
| +3% | +$36.3K | 0.17% | 89 |
|
|
2024
Q4 | $1.22M | Hold |
2,969
| – | – | 0.19% | 81 |
|
|
2024
Q3 | $1.14M | Sell |
2,969
-92
| -3% | -$35.3K | 0.19% | 87 |
|
|
2024
Q2 | $1.14M | Sell |
3,061
-87
| -3% | -$32.5K | 0.21% | 75 |
|
|
2024
Q1 | $1.08M | Sell |
3,148
-4
| -0.1% | -$1.38K | 0.19% | 84 |
|
|
2023
Q4 | $980K | Buy |
3,152
+2,075
| +193% | +$645K | 0.19% | 85 |
|
|
2023
Q3 | $293K | Buy |
1,077
+88
| +9% | +$24K | 0.07% | 171 |
|
|
2023
Q2 | $280K | Sell |
989
-41
| -4% | -$11.6K | 0.06% | 179 |
|
|
2023
Q1 | $257K | Buy |
1,030
+57
| +6% | +$14.2K | 0.06% | 183 |
|
|
2022
Q4 | $207K | Hold |
973
| – | – | 0.05% | 204 |
|
|
2022
Q3 | $208K | Buy |
973
+40
| +4% | +$8.55K | 0.06% | 169 |
|
|
2022
Q2 | $208K | Sell |
933
-55
| -6% | -$12.3K | 0.06% | 168 |
|
|
2022
Q1 | $284K | Sell |
988
-861
| -47% | -$247K | 0.07% | 146 |
|
|
2021
Q4 | $593K | Buy |
1,849
+168
| +10% | +$53.9K | 0.15% | 94 |
|
|
2021
Q3 | $383K | Sell |
1,681
-68
| -4% | -$15.5K | 0.28% | 60 |
|
|
2021
Q2 | $502K | Sell |
1,749
-550
| -24% | -$158K | 0.14% | 95 |
|
|
2021
Q1 | $591K | Hold |
2,299
| – | – | 0.22% | 64 |
|
|
2020
Q4 | $582K | Buy |
2,299
+618
| +37% | +$156K | 0.36% | 49 |
|
|
2020
Q3 | $383K | Buy |
1,681
+550
| +49% | +$125K | 0.28% | 60 |
|
|
2020
Q2 | $229K | Buy |
1,131
+950
| +525% | +$192K | 0.19% | 80 |
|
|
2020
Q1 | $28K | Buy |
+181
| New | +$28K | 0.03% | 180 |
|