Family 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 | $26.3K | Hold |
60
| – | – | ﹤0.01% | 204 |
|
|
2025
Q1 | $22.2K | Hold |
60
| – | – | ﹤0.01% | 188 |
|
|
2024
Q4 | $24.6K | Hold |
60
| – | – | ﹤0.01% | 174 |
|
|
2024
Q3 | $23K | Hold |
60
| – | – | ﹤0.01% | 178 |
|
|
2024
Q2 | $22.4K | Hold |
60
| – | – | ﹤0.01% | 162 |
|
|
2024
Q1 | $20.7K | Buy |
+60
| New | +$20.7K | ﹤0.01% | 165 |
|
|
2020
Q1 | – | Sell |
-285
| Closed | -$52K | – | 196 |
|
|
2019
Q4 | $52K | Hold |
285
| – | – | 0.02% | 174 |
|
|
2019
Q3 | $47K | Hold |
285
| – | – | 0.02% | 166 |
|
|
2019
Q2 | $47K | Buy |
+285
| New | +$47K | 0.02% | 156 |
|