Gerber Kawasaki Wealth & Investment Management’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 | $1.74M | Buy |
3,979
+12
| +0.3% | +$5.26K | 0.07% | 118 |
|
|
2025
Q1 | $1.47M | Buy |
3,967
+267
| +7% | +$99K | 0.07% | 120 |
|
|
2024
Q4 | $1.52M | Buy |
3,700
+32
| +0.9% | +$13.1K | 0.07% | 121 |
|
|
2024
Q3 | $1.41M | Buy |
3,668
+79
| +2% | +$30.3K | 0.06% | 119 |
|
|
2024
Q2 | $1.34M | Sell |
3,589
-61
| -2% | -$22.8K | 0.07% | 117 |
|
|
2024
Q1 | $1.26M | Buy |
3,650
+346
| +10% | +$119K | 0.07% | 124 |
|
|
2023
Q4 | $1.03M | Sell |
3,304
-457
| -12% | -$142K | 0.06% | 131 |
|
|
2023
Q3 | $1.02M | Buy |
3,761
+327
| +10% | +$89K | 0.07% | 127 |
|
|
2023
Q2 | $972K | Sell |
3,434
-58
| -2% | -$16.4K | 0.07% | 130 |
|
|
2023
Q1 | $871K | Sell |
3,492
-490
| -12% | -$122K | 0.07% | 137 |
|
|
2022
Q4 | $849K | Buy |
3,982
+427
| +12% | +$91K | 0.08% | 133 |
|
|
2022
Q3 | $760K | Buy |
3,555
+401
| +13% | +$85.7K | 0.07% | 129 |
|
|
2022
Q2 | $703K | Sell |
3,154
-70
| -2% | -$15.6K | 0.07% | 134 |
|
|
2022
Q1 | $927K | Buy |
3,224
+167
| +5% | +$48K | 0.08% | 118 |
|
|
2021
Q4 | $980K | Sell |
3,057
-88
| -3% | -$28.2K | 0.08% | 112 |
|
|
2021
Q3 | $912K | Buy |
3,145
+26
| +0.8% | +$7.54K | 0.12% | 74 |
|
|
2021
Q2 | $894K | Sell |
3,119
-113
| -3% | -$32.4K | 0.09% | 107 |
|
|
2021
Q1 | $830K | Buy |
3,232
+490
| +18% | +$126K | 0.1% | 100 |
|
|
2020
Q4 | $694K | Buy |
+2,742
| New | +$694K | 0.1% | 94 |
|
|
2020
Q3 | – | Sell |
-3,031
| Closed | -$612K | – | 149 |
|
|
2020
Q2 | $612K | Buy |
3,031
+324
| +12% | +$65.4K | 0.14% | 76 |
|
|
2020
Q1 | $424K | Sell |
2,707
-45
| -2% | -$7.05K | 0.12% | 89 |
|
|
2019
Q4 | $501K | Buy |
2,752
+14
| +0.5% | +$2.55K | 0.13% | 78 |
|
|
2019
Q3 | $455K | Buy |
2,738
+31
| +1% | +$5.15K | 0.13% | 84 |
|
|
2019
Q2 | $442K | Hold |
2,707
| – | – | 0.13% | 76 |
|
|
2019
Q1 | $423K | Sell |
2,707
-48
| -2% | -$7.5K | 0.13% | 77 |
|
|
2018
Q4 | $370K | Buy |
2,755
+81
| +3% | +$10.9K | 0.13% | 73 |
|
|
2018
Q3 | $431K | Buy |
+2,674
| New | +$431K | 0.12% | 75 |
|
|
2018
Q2 | – | Sell |
-2,285
| Closed | -$324K | – | 122 |
|
|
2018
Q1 | $324K | Sell |
2,285
-65
| -3% | -$9.22K | 0.1% | 82 |
|
|
2017
Q4 | $330K | Buy |
2,350
+40
| +2% | +$5.62K | 0.11% | 82 |
|
|
2017
Q3 | $310K | Buy |
2,310
+25
| +1% | +$3.36K | 0.11% | 83 |
|
|
2017
Q2 | $291K | Buy |
2,285
+230
| +11% | +$29.3K | 0.11% | 95 |
|
|
2017
Q1 | $248K | Buy |
+2,055
| New | +$248K | 0.11% | 102 |
|