FPCG
Forum Private Client Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Buy |
8,318
+141
| +2% | +$61.8K | 1.41% | 21 |
|
|
2025
Q1 | $3.03M | Sell |
8,177
-34
| -0.4% | -$12.6K | 1.32% | 23 |
|
|
2024
Q4 | $3.37M | Sell |
8,211
-201
| -2% | -$82.5K | 1.5% | 20 |
|
|
2024
Q3 | $3.23M | Sell |
8,412
-458
| -5% | -$176K | 1.43% | 21 |
|
|
2024
Q2 | $3.32M | Sell |
8,870
-216
| -2% | -$80.8K | 1.58% | 20 |
|
|
2024
Q1 | $3.13M | Sell |
9,086
-1,201
| -12% | -$413K | 1.51% | 20 |
|
|
2023
Q4 | $3.2M | Buy |
+10,287
| New | +$3.2M | 1.67% | 20 |
|
|
2023
Q3 | – | Sell |
-11,302
| Closed | -$3.2M | – | 70 |
|
|
2023
Q2 | $3.2M | Sell |
11,302
-1,045
| -8% | -$296K | 1.83% | 18 |
|
|
2023
Q1 | $3.08M | Sell |
12,347
-582
| -5% | -$145K | 1.95% | 19 |
|
|
2022
Q4 | $2.76M | Buy |
12,929
+84
| +0.7% | +$17.9K | 1.9% | 17 |
|
|
2022
Q3 | $2.75M | Sell |
12,845
-383
| -3% | -$81.9K | 2.05% | 16 |
|
|
2022
Q2 | $2.95M | Buy |
13,228
+3,011
| +29% | +$671K | 2.14% | 16 |
|
|
2022
Q1 | $2.94M | Buy |
+10,217
| New | +$2.94M | 2.28% | 14 |
|