Empire Financial Management Company’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 | $654K | Buy |
1,492
+147
| +11% | +$64.4K | 0.19% | 126 |
|
2025
Q1 | $499K | Sell |
1,345
-77
| -5% | -$28.6K | 0.15% | 143 |
|
2024
Q4 | $584K | Buy |
1,422
+42
| +3% | +$17.2K | 0.18% | 133 |
|
2024
Q3 | $530K | Hold |
1,380
| – | – | 0.16% | 144 |
|
2024
Q2 | $516K | Buy |
1,380
+94
| +7% | +$35.2K | 0.17% | 140 |
|
2024
Q1 | $443K | Buy |
1,286
+8
| +0.6% | +$2.75K | 0.15% | 150 |
|
2023
Q4 | $397K | Sell |
1,278
-136
| -10% | -$42.3K | 0.16% | 144 |
|
2023
Q3 | $385K | Sell |
1,414
-185
| -12% | -$50.4K | 0.17% | 138 |
|
2023
Q2 | $452K | Sell |
1,599
-58
| -4% | -$16.4K | 0.18% | 127 |
|
2023
Q1 | $413K | Buy |
+1,657
| New | +$413K | 0.17% | 136 |
|