Financial Alternatives’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 | $3.63M | Sell |
8,286
-33
| -0.4% | -$14.5K | 2.36% | 11 |
|
|
2025
Q1 | $3.08M | Sell |
8,319
-14
| -0.2% | -$5.19K | 2.2% | 11 |
|
|
2024
Q4 | $3.42M | Sell |
8,333
-16
| -0.2% | -$6.57K | 2.41% | 9 |
|
|
2024
Q3 | $3.21M | Hold |
8,349
| – | – | 2.26% | 11 |
|
|
2024
Q2 | $3.12M | Hold |
8,349
| – | – | 2.35% | 10 |
|
|
2024
Q1 | $2.87M | Hold |
8,349
| – | – | 2.22% | 12 |
|
|
2023
Q4 | $2.6M | Sell |
8,349
-12
| -0.1% | -$3.73K | 2.19% | 12 |
|
|
2023
Q3 | $2.28M | Buy |
8,361
+12
| +0.1% | +$3.27K | 2.11% | 13 |
|
|
2023
Q2 | $2.36M | Sell |
8,349
-285
| -3% | -$80.6K | 2.14% | 13 |
|
|
2023
Q1 | $2.15M | Hold |
8,634
| – | – | 2.06% | 13 |
|
|
2022
Q4 | $1.84M | Buy |
+8,634
| New | +$1.84M | 1.83% | 14 |
|