Financial Gravity Asset 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
Q1 | $490K | Buy |
+1,321
| New | +$490K | 0.11% | 96 |
|
|
2024
Q2 | $570K | Sell |
1,523
-3,333
| -69% | -$1.25M | 0.14% | 79 |
|
|
2024
Q1 | $1.58M | Buy |
4,856
+2,167
| +81% | +$706K | 0.21% | 68 |
|
|
2023
Q4 | $836K | Buy |
+2,689
| New | +$836K | 0.01% | 394 |
|
|
2023
Q3 | – | Sell |
-283
| Closed | -$12.4K | – | 1779 |
|
|
2023
Q2 | $12.4K | Buy |
+283
| New | +$12.4K | 0.03% | 254 |
|
|
2023
Q1 | – | Sell |
-213
| Closed | -$1.07K | – | 1679 |
|
|
2022
Q4 | $1.07K | Buy |
+213
| New | +$1.07K | 0.01% | 655 |
|
|
2020
Q2 | – | Sell |
-33
| Closed | -$5.2K | – | 915 |
|
|
2020
Q1 | $5.2K | Buy |
33
+13
| +65% | +$2.05K | 0.02% | 322 |
|
|
2019
Q4 | $182K | Sell |
20
-51
| -72% | -$464K | 0.13% | 131 |
|
|
2019
Q3 | $12K | Buy |
71
+3
| +4% | +$507 | 0.01% | 584 |
|
|
2019
Q2 | $11K | Sell |
68
-3
| -4% | -$485 | 0.01% | 584 |
|
|
2019
Q1 | $11K | Buy |
+71
| New | +$11K | 0.01% | 542 |
|
|
2018
Q3 | $85K | Buy |
597
+71
| +13% | +$10.1K | 0.09% | 233 |
|
|
2018
Q2 | $82K | Sell |
526
-17
| -3% | -$2.65K | 0.08% | 239 |
|
|
2018
Q1 | $77K | Buy |
+543
| New | +$77K | 0.08% | 228 |
|