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