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 |
|