DBK Financial Counsel’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 | $275K | Hold |
626
| – | – | 0.25% | 49 |
|
|
2025
Q1 | $232K | Sell |
626
-112
| -15% | -$41.5K | 0.23% | 47 |
|
|
2024
Q4 | $303K | Hold |
738
| – | – | 0.31% | 46 |
|
|
2024
Q3 | $283K | Hold |
738
| – | – | 0.29% | 46 |
|
|
2024
Q2 | $276K | Hold |
738
| – | – | 0.3% | 45 |
|
|
2024
Q1 | $254K | Hold |
738
| – | – | 0.27% | 45 |
|
|
2023
Q4 | $229K | Hold |
738
| – | – | 0.26% | 44 |
|
|
2023
Q3 | $201K | Sell |
738
-170
| -19% | -$46.3K | 0.26% | 43 |
|
|
2023
Q2 | $257K | Hold |
908
| – | – | 0.35% | 38 |
|
|
2023
Q1 | $227K | Buy |
+908
| New | +$227K | 0.31% | 41 |
|
|
2022
Q3 | – | Sell |
-908
| Closed | -$202K | – | 43 |
|
|
2022
Q2 | $202K | Hold |
908
| – | – | 0.33% | 41 |
|
|
2022
Q1 | $261K | Hold |
908
| – | – | 0.39% | 33 |
|
|
2021
Q4 | $291K | Buy |
+908
| New | +$291K | 0.41% | 32 |
|