Frank Rimerman Advisors’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 | $1.16M | Hold |
2,643
| – | – | 0.08% | 188 |
|
|
2025
Q1 | $980K | Hold |
2,643
| – | – | 0.08% | 200 |
|
|
2024
Q4 | $1.08M | Sell |
2,643
-25
| -0.9% | -$10.3K | 0.08% | 188 |
|
|
2024
Q3 | $1.02M | Hold |
2,668
| – | – | 0.07% | 214 |
|
|
2024
Q2 | $998K | Hold |
2,668
| – | – | 0.07% | 217 |
|
|
2024
Q1 | $918K | Hold |
2,668
| – | – | 0.18% | 53 |
|
|
2023
Q4 | $829K | Hold |
2,668
| – | – | 0.17% | 54 |
|
|
2023
Q3 | $727K | Hold |
2,668
| – | – | 0.18% | 52 |
|
|
2023
Q2 | $755K | Sell |
2,668
-289
| -10% | -$81.8K | 0.18% | 51 |
|
|
2023
Q1 | $738K | Sell |
2,957
-551
| -16% | -$137K | 0.2% | 51 |
|
|
2022
Q4 | $748K | Hold |
3,508
| – | – | 0.23% | 43 |
|
|
2022
Q3 | $751K | Buy |
+3,508
| New | +$751K | 0.27% | 47 |
|