Foundation Wealth Management (Missouri)’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 | $365K | Hold |
834
| – | – | 0.25% | 36 |
|
2025
Q1 | $309K | Hold |
834
| – | – | 0.24% | 34 |
|
2024
Q4 | $342K | Hold |
834
| – | – | 0.27% | 30 |
|
2024
Q3 | $320K | Hold |
834
| – | – | 0.24% | 31 |
|
2024
Q2 | $312K | Hold |
834
| – | – | 0.24% | 32 |
|
2024
Q1 | $287K | Hold |
834
| – | – | 0.23% | 30 |
|
2023
Q4 | $259K | Buy |
834
+1
| +0.1% | +$311 | 0.23% | 28 |
|
2023
Q3 | $227K | Hold |
833
| – | – | 0.23% | 35 |
|
2023
Q2 | $236K | Hold |
833
| – | – | 0.23% | 34 |
|
2023
Q1 | $208K | Buy |
+833
| New | +$208K | 0.21% | 36 |
|