FFS
Founders Financial Securities’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
26,931
+1,557
| +6% | +$683K | 0.9% | 25 |
|
|
2025
Q1 | $9.54M | Sell |
25,374
-4,411
| -15% | -$1.66M | 0.81% | 28 |
|
|
2024
Q4 | $12.2M | Buy |
29,785
+2,060
| +7% | +$846K | 1.1% | 22 |
|
|
2024
Q3 | $10.6M | Sell |
27,725
-7,090
| -20% | -$2.72M | 0.98% | 29 |
|
|
2024
Q2 | $13M | Buy |
34,815
+7,058
| +25% | +$2.64M | 1.23% | 23 |
|
|
2024
Q1 | $9.55M | Buy |
27,757
+11,003
| +66% | +$3.79M | 1% | 27 |
|
|
2023
Q4 | $5.21M | Buy |
16,754
+1,201
| +8% | +$373K | 0.58% | 39 |
|
|
2023
Q3 | $4.24M | Buy |
15,553
+1,893
| +14% | +$515K | 0.55% | 49 |
|
|
2023
Q2 | $3.87M | Buy |
13,660
+7,203
| +112% | +$2.04M | 0.51% | 48 |
|
|
2023
Q1 | $1.61M | Buy |
6,457
+179
| +3% | +$44.7K | 0.23% | 84 |
|
|
2022
Q4 | $1.34M | Buy |
6,278
+286
| +5% | +$61K | 0.21% | 98 |
|
|
2022
Q3 | $1.28M | Buy |
5,992
+4,616
| +335% | +$988K | 0.23% | 94 |
|
|
2022
Q2 | $307K | Buy |
1,376
+351
| +34% | +$78.3K | 0.06% | 194 |
|
|
2022
Q1 | $295K | Sell |
1,025
-2,433
| -70% | -$700K | 0.05% | 219 |
|
|
2021
Q4 | $1.11M | Buy |
3,458
+928
| +37% | +$298K | 0.2% | 98 |
|
|
2021
Q3 | $734K | Buy |
2,530
+1,276
| +102% | +$370K | 0.15% | 129 |
|
|
2021
Q2 | $360K | Buy |
+1,254
| New | +$360K | 0.07% | 207 |
|
|
2018
Q2 | – | Sell |
-57,506
| Closed | -$8.16M | – | 106 |
|
|
2018
Q1 | $8.16M | Sell |
57,506
-107,647
| -65% | -$15.3M | 2.64% | 15 |
|
|
2017
Q4 | $23.2M | Buy |
165,153
+14,861
| +10% | +$2.09M | 7.73% | 2 |
|
|
2017
Q3 | $20M | Buy |
+150,292
| New | +$20M | 7.11% | 2 |
|