FC
Fulcrum Capital’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.1M | Buy |
11,626
+1,000
| +9% | +$438K | 1.08% | 32 |
|
2025
Q1 | $3.94M | Buy |
10,626
+294
| +3% | +$109K | 0.87% | 35 |
|
2024
Q4 | $4.24M | Buy |
10,332
+1,456
| +16% | +$598K | 0.89% | 35 |
|
2024
Q3 | $3.41M | Buy |
+8,876
| New | +$3.41M | 0.74% | 36 |
|
2022
Q1 | – | Sell |
-740
| Closed | -$237K | – | 86 |
|
2021
Q4 | $237K | Buy |
+740
| New | +$237K | 0.05% | 78 |
|