Daymark Wealth 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
$3.32M Buy
7,570
+46
+0.6% +$20.2K 0.13% 140
2025
Q1
$2.79M Sell
7,524
-2,522
-25% -$935K 0.12% 140
2024
Q4
$4.12M Sell
10,046
-337
-3% -$138K 0.17% 105
2024
Q3
$3.99M Sell
10,383
-423
-4% -$162K 0.17% 113
2024
Q2
$4.04M Buy
10,806
+8,568
+383% +$3.2M 0.19% 103
2024
Q1
$770K Buy
2,238
+27
+1% +$9.29K 0.04% 225
2023
Q4
$687K Buy
2,211
+39
+2% +$12.1K 0.04% 225
2023
Q3
$591K Buy
2,172
+833
+62% +$227K 0.04% 221
2023
Q2
$379K Buy
+1,339
New +$379K 0.03% 269