Fort Point Capital Partners’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 | $480K | Buy |
1,094
+485
| +80% | +$213K | 0.03% | 213 |
|
2025
Q1 | $226K | Hold |
609
| – | – | 0.02% | 285 |
|
2024
Q4 | $250K | Hold |
609
| – | – | 0.03% | 267 |
|
2024
Q3 | $234K | Buy |
+609
| New | +$234K | 0.03% | 257 |
|
2022
Q1 | – | Sell |
-857
| Closed | -$275K | – | 299 |
|
2021
Q4 | $275K | Hold |
857
| – | – | 0.04% | 226 |
|
2021
Q3 | $249K | Hold |
857
| – | – | 0.04% | 209 |
|
2021
Q2 | $246K | Hold |
857
| – | – | 0.05% | 140 |
|
2021
Q1 | $220K | Hold |
857
| – | – | 0.05% | 136 |
|
2020
Q4 | $217K | Buy |
+857
| New | +$217K | 0.05% | 132 |
|
2016
Q3 | – | Sell |
-1,921
| Closed | -$206K | – | 156 |
|
2016
Q2 | $206K | Buy |
+1,921
| New | +$206K | 0.1% | 110 |
|