Estate Counselors’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 | $5.98M | Buy |
13,644
+8,890
| +187% | +$3.9M | 0.59% | 23 |
|
|
2025
Q1 | $1.76M | Sell |
4,754
-14,383
| -75% | -$5.33M | 0.18% | 56 |
|
|
2024
Q4 | $7.85M | Buy |
19,137
+443
| +2% | +$182K | 0.84% | 19 |
|
|
2024
Q3 | $7.18M | Buy |
18,694
+1,974
| +12% | +$759K | 0.74% | 20 |
|
|
2024
Q2 | $6.25M | Buy |
16,720
+1,692
| +11% | +$633K | 0.68% | 22 |
|
|
2024
Q1 | $5.17M | Sell |
15,028
-114,517
| -88% | -$39.4M | 0.59% | 14 |
|
|
2023
Q4 | $40.3M | Buy |
129,545
+73,800
| +132% | +$22.9M | 4.97% | 4 |
|
|
2023
Q3 | $15.2M | Buy |
55,745
+1,240
| +2% | +$338K | 2.02% | 17 |
|
|
2023
Q2 | $15.4M | Buy |
54,505
+50,685
| +1,327% | +$14.3M | 1.95% | 19 |
|
|
2023
Q1 | $953K | Sell |
3,820
-11,565
| -75% | -$2.88M | 0.13% | 102 |
|
|
2022
Q4 | $3.28M | Sell |
15,385
-22,825
| -60% | -$4.86M | 0.46% | 54 |
|
|
2022
Q3 | $8.18M | Sell |
38,210
-5,395
| -12% | -$1.15M | 1.26% | 24 |
|
|
2022
Q2 | $9.72M | Buy |
43,605
+40,195
| +1,179% | +$8.96M | 1.45% | 23 |
|
|
2022
Q1 | $980K | Sell |
3,410
-42,820
| -93% | -$12.3M | 0.13% | 95 |
|
|
2021
Q4 | $14.8M | Buy |
46,230
+715
| +2% | +$229K | 1.8% | 17 |
|
|
2021
Q3 | $13.2M | Buy |
+45,515
| New | +$13.2M | 1.65% | 19 |
|
|
2021
Q2 | – | Sell |
-5,200
| Closed | -$1.34M | – | 174 |
|
|
2021
Q1 | $1.34M | Buy |
5,200
+1,800
| +53% | +$463K | 0.2% | 64 |
|
|
2020
Q4 | $861K | Buy |
+3,400
| New | +$861K | 0.13% | 83 |
|
|
2020
Q2 | – | Sell |
-13,850
| Closed | -$2.17M | – | 170 |
|
|
2020
Q1 | $2.17M | Hold |
13,850
| – | – | 0.36% | 58 |
|
|
2019
Q4 | $2.52M | Hold |
13,850
| – | – | 0.37% | 58 |
|
|
2019
Q3 | $2.3M | Buy |
13,850
+8,300
| +150% | +$1.38M | 0.35% | 57 |
|
|
2019
Q2 | $907K | Buy |
+5,550
| New | +$907K | 0.14% | 58 |
|
|
2015
Q1 | – | Sell |
-9,230
| Closed | -$964K | – | 63 |
|
|
2014
Q4 | $964K | Buy |
+9,230
| New | +$964K | 0.34% | 37 |
|