Fortis Group 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 | $3.61M | Buy |
7,937
+1,130
| +17% | +$514K | 0.66% | 43 |
|
|
2025
Q1 | $2.52M | Buy |
6,807
+900
| +15% | +$334K | 0.49% | 60 |
|
|
2024
Q4 | $2.42M | Buy |
5,907
+897
| +18% | +$368K | 0.45% | 57 |
|
|
2024
Q3 | $1.92M | Buy |
5,010
+387
| +8% | +$149K | 0.36% | 64 |
|
|
2024
Q2 | $1.73M | Buy |
4,623
+557
| +14% | +$208K | 0.34% | 62 |
|
|
2024
Q1 | $1.4M | Buy |
4,066
+1,041
| +34% | +$358K | 0.26% | 77 |
|
|
2023
Q4 | $759K | Buy |
3,025
+35
| +1% | +$8.78K | 0.19% | 58 |
|
|
2023
Q3 | $747K | Sell |
2,990
-302
| -9% | -$75.4K | 0.23% | 51 |
|
|
2023
Q2 | $932K | Buy |
3,292
+191
| +6% | +$54K | 0.25% | 63 |
|
|
2023
Q1 | $782K | Buy |
+3,101
| New | +$782K | 0.24% | 54 |
|
|
2020
Q3 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 359 |
|