Golden State Equity Partners’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 | $2.12M | Sell |
4,847
-137
| -3% | -$60.1K | 0.39% | 55 |
|
|
2025
Q1 | $1.85M | Buy |
4,984
+2,357
| +90% | +$874K | 0.37% | 63 |
|
|
2024
Q4 | $1.08M | Buy |
2,627
+1,796
| +216% | +$737K | 0.21% | 122 |
|
|
2024
Q3 | $319K | Sell |
831
-1,845
| -69% | -$708K | 0.17% | 137 |
|
|
2024
Q2 | $1M | Buy |
+2,676
| New | +$1M | 0.21% | 119 |
|
|
2023
Q4 | $592K | Buy |
1,905
+764
| +67% | +$238K | 0.14% | 159 |
|
|
2023
Q3 | $311K | Buy |
1,141
+87
| +8% | +$23.7K | 0.09% | 248 |
|
|
2023
Q2 | $298K | Sell |
1,054
-57
| -5% | -$16.1K | 0.08% | 274 |
|
|
2023
Q1 | $277K | Buy |
+1,111
| New | +$277K | 0.15% | 159 |
|