Everhart Financial Group’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 | $110M | Buy |
250,772
+36,103
| +17% | +$15.8M | 12.7% | 2 |
|
|
2025
Q1 | $79.6M | Buy |
214,669
+188,510
| +721% | +$69.9M | 10.88% | 2 |
|
|
2024
Q4 | $10.7M | Buy |
26,159
+2,743
| +12% | +$1.13M | 2.21% | 8 |
|
|
2024
Q3 | $8.99M | Sell |
23,416
-3,175
| -12% | -$1.22M | 1.99% | 8 |
|
|
2024
Q2 | $9.95M | Sell |
26,591
-1,511
| -5% | -$565K | 2.58% | 8 |
|
|
2024
Q1 | $9.67M | Buy |
28,102
+2,668
| +10% | +$918K | 2.82% | 8 |
|
|
2023
Q4 | $7.91M | Buy |
25,434
+560
| +2% | +$174K | 2.8% | 7 |
|
|
2023
Q3 | $6.77M | Buy |
24,874
+730
| +3% | +$199K | 2.87% | 7 |
|
|
2023
Q2 | $6.76M | Buy |
24,144
+1,291
| +6% | +$361K | 2.79% | 8 |
|
|
2023
Q1 | $5.7M | Buy |
22,853
+1,280
| +6% | +$319K | 2.56% | 9 |
|
|
2022
Q4 | $4.6M | Buy |
21,573
+3,763
| +21% | +$802K | 2.31% | 10 |
|
|
2022
Q3 | $3.81M | Buy |
17,810
+572
| +3% | +$122K | 2.11% | 9 |
|
|
2022
Q2 | $3.84M | Sell |
17,238
-5,175
| -23% | -$1.15M | 2.34% | 8 |
|
|
2022
Q1 | $6.45M | Sell |
22,413
-74
| -0.3% | -$21.3K | 3.73% | 6 |
|
|
2021
Q4 | $7.22M | Buy |
22,487
+516
| +2% | +$166K | 4.36% | 4 |
|
|
2021
Q3 | $6.38M | Sell |
21,971
-2,229
| -9% | -$647K | 4.37% | 4 |
|
|
2021
Q2 | $6.94M | Buy |
24,200
+8,240
| +52% | +$2.36M | 4.78% | 5 |
|
|
2021
Q1 | $4.1M | Buy |
15,960
+603
| +4% | +$155K | 3.6% | 7 |
|
|
2020
Q4 | $3.89M | Buy |
+15,357
| New | +$3.89M | 3.59% | 6 |
|