Evernest Financial Advisors’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 | $294K | Hold |
670
| – | – | 0.1% | 142 |
|
|
2025
Q1 | $248K | Sell |
670
-489
| -42% | -$181K | 0.09% | 139 |
|
|
2024
Q4 | $476K | Buy |
1,159
+1
| +0.1% | +$411 | 0.12% | 113 |
|
|
2024
Q3 | $445K | Sell |
1,158
-99
| -8% | -$38K | 0.12% | 109 |
|
|
2024
Q2 | $470K | Hold |
1,257
| – | – | 0.21% | 88 |
|
|
2024
Q1 | $405K | Sell |
1,257
-239
| -16% | -$77K | 0.19% | 93 |
|
|
2023
Q4 | $465K | Buy |
+1,496
| New | +$465K | 0.24% | 89 |
|
|
2021
Q4 | $424K | Buy |
+1,256
| New | +$424K | 0.22% | 88 |
|