FOCUS Wealth Advisors’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 | $411K | Hold |
937
| – | – | 0.21% | 48 |
|
|
2025
Q1 | $348K | Buy |
937
+66
| +8% | +$24.5K | 0.19% | 47 |
|
|
2024
Q4 | $357K | Hold |
871
| – | – | 0.19% | 49 |
|
|
2024
Q3 | $334K | Hold |
871
| – | – | 0.17% | 50 |
|
|
2024
Q2 | $326K | Buy |
871
+19
| +2% | +$7.11K | 0.17% | 49 |
|
|
2024
Q1 | $293K | Hold |
852
| – | – | 0.16% | 48 |
|
|
2023
Q4 | $265K | Hold |
852
| – | – | 0.17% | 50 |
|
|
2023
Q3 | $232K | Hold |
852
| – | – | 0.16% | 57 |
|
|
2023
Q2 | $241K | Hold |
852
| – | – | 0.16% | 51 |
|
|
2023
Q1 | $213K | Buy |
+852
| New | +$213K | 0.14% | 61 |
|