Financial Network Wealth 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
$2.12M Sell
5,720
-137
-2% -$50.8K 0.75% 27
2024
Q4
$2.4M Sell
5,857
-261
-4% -$107K 0.86% 22
2024
Q3
$2.35M Sell
6,118
-116
-2% -$44.5K 0.84% 24
2024
Q2
$2.33M Sell
6,234
-1
-0% -$374 0.89% 21
2024
Q1
$2.14M Sell
6,235
-223
-3% -$76.4K 1.01% 26
2023
Q4
$2.01M Buy
6,458
+300
+5% +$93.2K 0.87% 24
2023
Q3
$1.69M Sell
6,158
-11
-0.2% -$3.02K 0.82% 26
2023
Q2
$1.8M Sell
6,169
-505
-8% -$147K 0.83% 26
2023
Q1
$1.66M Buy
6,674
+350
+6% +$87.3K 0.82% 27
2022
Q4
$1.35M Buy
6,324
+3,910
+162% +$833K 0.73% 32
2022
Q3
$516K Buy
2,414
+10
+0.4% +$2.14K 0.32% 42
2022
Q2
$536K Buy
2,404
+15
+0.6% +$3.34K 0.32% 41
2022
Q1
$687K Sell
2,389
-2
-0.1% -$575 0.36% 38
2021
Q4
$767K Sell
2,391
-70
-3% -$22.5K 0.39% 35
2021
Q3
$714K Buy
2,461
+140
+6% +$40.6K 0.41% 33
2021
Q2
$666K Sell
2,321
-14
-0.6% -$4.02K 0.39% 34
2021
Q1
$600K Buy
2,335
+507
+28% +$130K 0.39% 33
2020
Q4
$463K Buy
+1,828
New +$463K 0.36% 39