Family CFO’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 | $5.18M | Buy |
11,825
+236
| +2% | +$103K | 2.6% | 11 |
|
|
2025
Q1 | $4.3M | Buy |
11,589
+328
| +3% | +$122K | 2.36% | 11 |
|
|
2024
Q4 | $4.62M | Buy |
11,261
+145
| +1% | +$59.5K | 2.54% | 11 |
|
|
2024
Q3 | $4.27M | Buy |
11,116
+52
| +0.5% | +$20K | 2.41% | 11 |
|
|
2024
Q2 | $4.14M | Sell |
11,064
-11
| -0.1% | -$4.11K | 2.55% | 11 |
|
|
2024
Q1 | $3.81M | Hold |
11,075
| – | – | 2.36% | 11 |
|
|
2023
Q4 | $3.44M | Hold |
11,075
| – | – | 2.22% | 11 |
|
|
2023
Q3 | $3.02M | Buy |
11,075
+379
| +4% | +$103K | 2.17% | 12 |
|
|
2023
Q2 | $3.03M | Hold |
10,696
| – | – | 2.14% | 12 |
|
|
2023
Q1 | $2.67M | Sell |
10,696
-415
| -4% | -$104K | 2.04% | 11 |
|
|
2022
Q4 | $2.37M | Sell |
11,111
-5
| -0% | -$1.07K | 2.13% | 11 |
|
|
2022
Q3 | $2.38M | Hold |
11,116
| – | – | 2.52% | 10 |
|
|
2022
Q2 | $2.48M | Sell |
11,116
-248
| -2% | -$55.3K | 2.71% | 10 |
|
|
2022
Q1 | $3.27M | Hold |
11,364
| – | – | 3.32% | 8 |
|
|
2021
Q4 | $3.65M | Buy |
+11,364
| New | +$3.65M | 3.52% | 8 |
|