GC Wealth Management RIA’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 | $9.15M | Sell |
20,866
-443
| -2% | -$194K | 0.75% | 18 |
|
|
2025
Q1 | $7.9M | Buy |
21,309
+1,992
| +10% | +$739K | 1.45% | 12 |
|
|
2024
Q4 | $7.93M | Buy |
19,317
+1,024
| +6% | +$420K | 1.39% | 14 |
|
|
2024
Q3 | $7.02M | Sell |
18,293
-1,058
| -5% | -$406K | 1.23% | 17 |
|
|
2024
Q2 | $7.24M | Buy |
19,351
+2,245
| +13% | +$840K | 1.43% | 15 |
|
|
2024
Q1 | $5.89M | Buy |
+17,106
| New | +$5.89M | 1.18% | 17 |
|