Founders Financial Alliance’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 | $2.06M | Buy |
4,697
+170
| +4% | +$74.5K | 0.47% | 51 |
|
2025
Q1 | $1.68M | Buy |
4,527
+637
| +16% | +$236K | 0.41% | 53 |
|
2024
Q4 | $1.6M | Sell |
3,890
-56
| -1% | -$23K | 0.44% | 50 |
|
2024
Q3 | $1.52M | Buy |
3,946
+90
| +2% | +$34.6K | 0.42% | 52 |
|
2024
Q2 | $1.44M | Sell |
3,856
-291
| -7% | -$109K | 0.43% | 49 |
|
2024
Q1 | $1.43M | Buy |
4,147
+2,041
| +97% | +$703K | 0.43% | 51 |
|
2023
Q4 | $655K | Sell |
2,106
-32
| -1% | -$9.95K | 0.25% | 87 |
|
2023
Q3 | $582K | Hold |
2,138
| – | – | 0.25% | 88 |
|
2023
Q2 | $605K | Buy |
2,138
+318
| +17% | +$90K | 0.24% | 91 |
|
2023
Q1 | $454K | Sell |
1,820
-252
| -12% | -$62.9K | 0.23% | 107 |
|
2022
Q4 | $442K | Hold |
2,072
| – | – | 0.2% | 111 |
|
2022
Q3 | $443K | Sell |
2,072
-906
| -30% | -$194K | 0.23% | 104 |
|
2022
Q2 | $664K | Buy |
2,978
+842
| +39% | +$188K | 0.34% | 77 |
|
2022
Q1 | $614K | Hold |
2,136
| – | – | 0.27% | 88 |
|
2021
Q4 | $685K | Sell |
2,136
-20
| -0.9% | -$6.41K | 0.28% | 86 |
|
2021
Q3 | $625K | Hold |
2,156
| – | – | 0.29% | 83 |
|
2021
Q2 | $618K | Buy |
2,156
+685
| +47% | +$196K | 0.28% | 83 |
|
2021
Q1 | $382K | Sell |
1,471
-6
| -0.4% | -$1.56K | 0.19% | 122 |
|
2020
Q4 | $374K | Hold |
1,477
| – | – | 0.21% | 108 |
|
2020
Q3 | $336K | Buy |
+1,477
| New | +$336K | 0.2% | 102 |
|