DI
Disciplined Investments’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Sell |
17,045
-151
| -0.9% | -$66.2K | 3.16% | 8 |
|
|
2025
Q1 | $6.38M | Sell |
17,196
-352
| -2% | -$131K | 2.93% | 8 |
|
|
2024
Q4 | $7.2M | Sell |
17,548
-99
| -0.6% | -$40.6K | 3.55% | 3 |
|
|
2024
Q3 | $6.78M | Sell |
17,647
-21
| -0.1% | -$8.06K | 3.34% | 5 |
|
|
2024
Q2 | $6.61M | Sell |
17,668
-266
| -1% | -$99.5K | 3.52% | 4 |
|
|
2024
Q1 | $6.17M | Sell |
17,934
-510
| -3% | -$176K | 3.37% | 4 |
|
|
2023
Q4 | $5.73M | Sell |
18,444
-1,985
| -10% | -$617K | 3.36% | 4 |
|
|
2023
Q3 | $5.56M | Sell |
20,429
-684
| -3% | -$186K | 3.38% | 5 |
|
|
2023
Q2 | $5.97M | Sell |
21,113
-1,050
| -5% | -$297K | 3.19% | 3 |
|
|
2023
Q1 | $5.53M | Sell |
22,163
-14
| -0.1% | -$3.49K | 2.33% | 9 |
|
|
2022
Q4 | $4.73M | Sell |
22,177
-234
| -1% | -$49.9K | 2.31% | 9 |
|
|
2022
Q3 | $4.8M | Buy |
22,411
+3,868
| +21% | +$828K | 2.2% | 10 |
|
|
2022
Q2 | $4.13M | Buy |
18,543
+3,783
| +26% | +$843K | 1.87% | 14 |
|
|
2022
Q1 | $4.25M | Buy |
14,760
+3,218
| +28% | +$926K | 1.75% | 17 |
|
|
2021
Q4 | $3.7M | Buy |
11,542
+2,200
| +24% | +$706K | 1.63% | 18 |
|
|
2021
Q3 | $2.71M | Buy |
9,342
+1,524
| +19% | +$442K | 1.32% | 28 |
|
|
2021
Q2 | $2.24M | Buy |
7,818
+1,658
| +27% | +$475K | 1.15% | 30 |
|
|
2021
Q1 | $1.58M | Buy |
6,160
+1,006
| +20% | +$259K | 0.93% | 32 |
|
|
2020
Q4 | $1.31M | Buy |
5,154
+1,943
| +61% | +$492K | 0.87% | 35 |
|
|
2020
Q3 | $731K | Buy |
3,211
+98
| +3% | +$22.3K | 0.54% | 52 |
|
|
2020
Q2 | $629K | Sell |
3,113
-110
| -3% | -$22.2K | 0.49% | 55 |
|
|
2020
Q1 | $505K | Buy |
3,223
+1,273
| +65% | +$199K | 0.48% | 55 |
|
|
2019
Q4 | $355K | Buy |
+1,950
| New | +$355K | 0.3% | 65 |
|