EPG Wealth Management’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 | $209K | Sell |
476
-3
| -0.6% | -$1.32K | 0.06% | 180 |
|
|
2025
Q1 | $178K | Hold |
479
| – | – | 0.05% | 235 |
|
|
2024
Q4 | $197K | Sell |
479
-553
| -54% | -$227K | 0.05% | 232 |
|
|
2024
Q3 | $396K | Buy |
+1,032
| New | +$396K | 0.1% | 177 |
|
|
2024
Q2 | – | Sell |
-2,584
| Closed | -$889K | – | 114 |
|
|
2024
Q1 | $889K | Sell |
2,584
-248
| -9% | -$85.3K | 0.22% | 120 |
|
|
2023
Q4 | $937K | Sell |
2,832
-187
| -6% | -$61.9K | 0.25% | 104 |
|
|
2023
Q3 | $822K | Sell |
3,019
-25
| -0.8% | -$6.81K | 0.25% | 101 |
|
|
2023
Q2 | $861K | Buy |
3,044
+471
| +18% | +$133K | 0.25% | 100 |
|
|
2023
Q1 | $642K | Hold |
2,573
| – | – | 0.2% | 114 |
|
|
2022
Q4 | $548K | Sell |
2,573
-635
| -20% | -$135K | 0.21% | 101 |
|
|
2022
Q3 | $686K | Sell |
3,208
-119
| -4% | -$25.4K | 0.28% | 80 |
|
|
2022
Q2 | $742K | Sell |
3,327
-169
| -5% | -$37.7K | 0.32% | 76 |
|
|
2022
Q1 | $1.01M | Sell |
3,496
-107
| -3% | -$30.8K | 0.35% | 63 |
|
|
2021
Q4 | $1.15M | Buy |
3,603
+213
| +6% | +$68.2K | 0.41% | 50 |
|
|
2021
Q3 | $984K | Buy |
3,390
+1
| +0% | +$290 | 0.39% | 54 |
|
|
2021
Q2 | $972K | Sell |
3,389
-138
| -4% | -$39.6K | 0.41% | 54 |
|
|
2021
Q1 | $906K | Buy |
3,527
+672
| +24% | +$173K | 0.44% | 51 |
|
|
2020
Q4 | $723K | Sell |
2,855
-60
| -2% | -$15.2K | 0.43% | 51 |
|
|
2020
Q3 | $664K | Buy |
2,915
+364
| +14% | +$82.9K | 0.49% | 46 |
|
|
2020
Q2 | $516K | Buy |
2,551
+234
| +10% | +$47.3K | 0.37% | 70 |
|
|
2020
Q1 | $363K | Buy |
2,317
+2,110
| +1,019% | +$331K | 0.27% | 76 |
|
|
2019
Q4 | $38K | Buy |
+207
| New | +$38K | 0.03% | 266 |
|