EnRich Financial Partners’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 | $4.93M | Sell |
11,247
-779
| -6% | -$342K | 1.51% | 19 |
|
|
2025
Q1 | $4.46M | Sell |
12,026
-173
| -1% | -$64.2K | 1.5% | 17 |
|
|
2024
Q4 | $5.01M | Sell |
12,199
-335
| -3% | -$137K | 1.67% | 17 |
|
|
2024
Q3 | $4.81M | Buy |
12,534
+43
| +0.3% | +$16.5K | 1.61% | 17 |
|
|
2024
Q2 | $4.67M | Sell |
12,491
-507
| -4% | -$190K | 1.71% | 17 |
|
|
2024
Q1 | $4.47M | Buy |
12,998
+986
| +8% | +$339K | 1.68% | 17 |
|
|
2023
Q4 | $3.73M | Buy |
+12,012
| New | +$3.73M | 1.56% | 18 |
|