Elevate Wealth Advisory’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 | $179K | Buy |
408
+145
| +55% | +$63.6K | 0.13% | 81 |
|
|
2025
Q1 | $97.5K | Sell |
263
-19
| -7% | -$7.05K | 0.07% | 83 |
|
|
2024
Q4 | $116K | Buy |
282
+49
| +21% | +$20.1K | 0.09% | 72 |
|
|
2024
Q3 | $89.5K | Hold |
233
| – | – | 0.07% | 80 |
|
|
2024
Q2 | $87.3K | Hold |
233
| – | – | 0.07% | 73 |
|
|
2024
Q1 | $80.2K | Buy |
233
+88
| +61% | +$30.3K | 0.07% | 72 |
|
|
2023
Q4 | $45.1K | Buy |
+145
| New | +$45.1K | 0.04% | 83 |
|