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 |
|