Fi3 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 | $478K | Sell |
1,090
-68
| -6% | -$29.8K | 0.17% | 54 |
|
|
2025
Q1 | $429K | Sell |
1,158
-670
| -37% | -$248K | 0.17% | 55 |
|
|
2024
Q4 | $750K | Buy |
1,828
+66
| +4% | +$27.1K | 0.28% | 37 |
|
|
2024
Q3 | $676K | Buy |
1,762
+4
| +0.2% | +$1.54K | 0.27% | 34 |
|
|
2024
Q2 | $658K | Buy |
1,758
+1
| +0.1% | +$374 | 0.29% | 32 |
|
|
2024
Q1 | $596K | Buy |
1,757
+6
| +0.3% | +$2.03K | 0.27% | 33 |
|
|
2023
Q4 | $544K | Hold |
1,751
| – | – | 0.26% | 34 |
|
|
2023
Q3 | $477K | Buy |
1,751
+192
| +12% | +$52.3K | 0.26% | 37 |
|
|
2023
Q2 | $441K | Sell |
1,559
-1,474
| -49% | -$417K | 0.23% | 37 |
|
|
2023
Q1 | $757K | Sell |
3,033
-1,225
| -29% | -$306K | 0.4% | 29 |
|
|
2022
Q4 | $907K | Buy |
+4,258
| New | +$907K | 0.52% | 24 |
|