Golden State Wealth 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 | $1.28M | Sell |
2,916
-50
| -2% | -$21.9K | 0.16% | 116 |
|
|
2025
Q1 | $1.1M | Sell |
2,966
-300
| -9% | -$111K | 0.16% | 113 |
|
|
2024
Q4 | $1.34M | Buy |
+3,266
| New | +$1.34M | 0.2% | 88 |
|
|
2022
Q1 | $393K | Buy |
1,368
+17
| +1% | +$4.88K | 0.08% | 207 |
|
|
2021
Q4 | $434K | Sell |
1,351
-18
| -1% | -$5.78K | 0.07% | 236 |
|
|
2021
Q3 | $397K | Buy |
1,369
+479
| +54% | +$139K | 0.09% | 191 |
|
|
2021
Q2 | $255K | Buy |
+890
| New | +$255K | 0.06% | 249 |
|
|
2020
Q2 | – | Sell |
-831
| Closed | -$130K | – | 890 |
|
|
2020
Q1 | $130K | Buy |
+831
| New | +$130K | 0.06% | 216 |
|
|
2019
Q4 | – | Sell |
-1,767
| Closed | -$294K | – | 927 |
|
|
2019
Q3 | $294K | Buy |
1,767
+710
| +67% | +$118K | 0.1% | 157 |
|
|
2019
Q2 | $172K | Hold |
1,057
| – | – | 0.05% | 242 |
|
|
2019
Q1 | $165K | Buy |
+1,057
| New | +$165K | 0.06% | 248 |
|