DHJJ Financial Advisors’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 | $528K | Buy |
1,204
+7
| +0.6% | +$3.07K | 0.19% | 92 |
|
|
2025
Q1 | $444K | Sell |
1,197
-1
| -0.1% | -$371 | 0.18% | 95 |
|
|
2024
Q4 | $492K | Hold |
1,198
| – | – | 0.19% | 88 |
|
|
2024
Q3 | $460K | Sell |
1,198
-2
| -0.2% | -$768 | 0.18% | 96 |
|
|
2024
Q2 | $449K | Hold |
1,200
| – | – | 0.19% | 93 |
|
|
2024
Q1 | $413K | Buy |
1,200
+3
| +0.3% | +$1.03K | 0.18% | 94 |
|
|
2023
Q4 | $372K | Sell |
1,197
-107
| -8% | -$33.3K | 0.17% | 94 |
|
|
2023
Q3 | $355K | Sell |
1,304
-2
| -0.2% | -$545 | 0.18% | 92 |
|
|
2023
Q2 | $370K | Sell |
1,306
-85
| -6% | -$24.1K | 0.19% | 98 |
|
|
2023
Q1 | $328K | Buy |
1,391
+260
| +23% | +$61.4K | 0.18% | 103 |
|
|
2022
Q4 | $241K | Buy |
1,131
+239
| +27% | +$50.9K | 0.14% | 122 |
|
|
2022
Q3 | $221K | Buy |
+892
| New | +$221K | 0.13% | 120 |
|
|
2022
Q2 | – | Sell |
-877
| Closed | -$253K | – | 138 |
|
|
2022
Q1 | $253K | Hold |
877
| – | – | 0.12% | 118 |
|
|
2021
Q4 | $281K | Hold |
877
| – | – | 0.13% | 112 |
|
|
2021
Q3 | $254K | Sell |
877
-2
| -0.2% | -$579 | 0.13% | 108 |
|
|
2021
Q2 | $252K | Hold |
879
| – | – | 0.13% | 104 |
|
|
2021
Q1 | $226K | Sell |
879
-4
| -0.5% | -$1.03K | 0.13% | 99 |
|
|
2020
Q4 | $224K | Buy |
+883
| New | +$224K | 0.14% | 95 |
|