Fingerlakes 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
Q2 | $941K | Hold |
2,147
| – | – | 0.7% | 37 |
|
|
2025
Q1 | $796K | Buy |
2,147
+3
| +0.1% | +$1.11K | 0.68% | 39 |
|
|
2024
Q4 | $880K | Buy |
2,144
+3
| +0.1% | +$1.23K | 0.71% | 38 |
|
|
2024
Q3 | $822K | Sell |
2,141
-11
| -0.5% | -$4.22K | 0.68% | 38 |
|
|
2024
Q2 | $805K | Sell |
2,152
-55
| -2% | -$20.6K | 0.72% | 38 |
|
|
2024
Q1 | $760K | Buy |
2,207
+3
| +0.1% | +$1.03K | 0.73% | 37 |
|
|
2023
Q4 | $685K | Buy |
2,204
+4
| +0.2% | +$1.24K | 0.74% | 35 |
|
|
2023
Q3 | $599K | Buy |
2,200
+3
| +0.1% | +$817 | 0.73% | 39 |
|
|
2023
Q2 | $622K | Buy |
2,197
+3
| +0.1% | +$849 | 0.71% | 37 |
|
|
2023
Q1 | $547K | Sell |
2,194
-92
| -4% | -$23K | 0.68% | 40 |
|
|
2022
Q4 | $487K | Buy |
2,286
+14
| +0.6% | +$2.98K | 0.67% | 41 |
|
|
2022
Q3 | $486K | Sell |
2,272
-259
| -10% | -$55.4K | 0.71% | 41 |
|
|
2022
Q2 | $564K | Buy |
2,531
+4
| +0.2% | +$891 | 0.77% | 37 |
|
|
2022
Q1 | $727K | Buy |
2,527
+30
| +1% | +$8.63K | 0.85% | 33 |
|
|
2021
Q4 | $799K | Buy |
+2,497
| New | +$799K | 0.9% | 33 |
|