Forum Financial 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 | $3.31M | Buy |
7,549
+314
| +4% | +$138K | 0.05% | 79 |
|
|
2025
Q1 | $2.68M | Buy |
7,235
+246
| +4% | +$91.2K | 0.04% | 88 |
|
|
2024
Q4 | $2.87M | Buy |
6,989
+13
| +0.2% | +$5.34K | 0.05% | 83 |
|
|
2024
Q3 | $2.68M | Buy |
6,976
+152
| +2% | +$58.4K | 0.04% | 77 |
|
|
2024
Q2 | $2.55M | Buy |
6,824
+1,868
| +38% | +$699K | 0.05% | 74 |
|
|
2024
Q1 | $1.71M | Sell |
4,956
-2,465
| -33% | -$848K | 0.03% | 130 |
|
|
2023
Q4 | $2.31M | Sell |
7,421
-587
| -7% | -$182K | 0.04% | 81 |
|
|
2023
Q3 | $2.18M | Sell |
8,008
-309
| -4% | -$84.1K | 0.05% | 79 |
|
|
2023
Q2 | $2.35M | Buy |
8,317
+2,594
| +45% | +$734K | 0.05% | 73 |
|
|
2023
Q1 | $1.43M | Buy |
5,723
+105
| +2% | +$26.2K | 0.04% | 107 |
|
|
2022
Q4 | $1.2M | Buy |
5,618
+455
| +9% | +$97K | 0.04% | 117 |
|
|
2022
Q3 | $1.11M | Sell |
5,163
-215
| -4% | -$46K | 0.05% | 105 |
|
|
2022
Q2 | $1.2M | Sell |
5,378
-1,560
| -22% | -$348K | 0.06% | 107 |
|
|
2022
Q1 | $2M | Sell |
6,938
-813
| -10% | -$234K | 0.1% | 63 |
|
|
2021
Q4 | $2.49M | Buy |
+7,751
| New | +$2.49M | 0.13% | 53 |
|