Gallagher Fiduciary 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 | $8M | Sell |
18,242
-691
| -4% | -$303K | 0.31% | 21 |
|
|
2025
Q1 | $7.02M | Buy |
18,933
+750
| +4% | +$278K | 0.23% | 31 |
|
|
2024
Q4 | $7.46M | Buy |
18,183
+14,997
| +471% | +$6.16M | 1.46% | 17 |
|
|
2024
Q3 | $1.22M | Sell |
3,186
-12,039
| -79% | -$4.62M | 0.25% | 46 |
|
|
2024
Q2 | $5.69M | Sell |
15,225
-307
| -2% | -$115K | 1.28% | 17 |
|
|
2024
Q1 | $5.35M | Sell |
15,532
-236
| -1% | -$81.2K | 0.19% | 25 |
|
|
2023
Q4 | $4.9M | Sell |
15,768
-1,202
| -7% | -$374K | 0.17% | 24 |
|
|
2023
Q3 | $4.62M | Sell |
16,970
-14,045
| -45% | -$3.82M | 0.41% | 23 |
|
|
2023
Q2 | $8.8M | Buy |
31,015
+6,236
| +25% | +$1.77M | 0.67% | 20 |
|
|
2023
Q1 | $6.2M | Buy |
+24,779
| New | +$6.2M | 0.51% | 23 |
|