Grand 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 | $118K | Sell |
269
-52
| -16% | -$22.8K | 0.06% | 49 |
|
|
2025
Q1 | $119K | Buy |
321
+52
| +19% | +$19.3K | 0.07% | 42 |
|
|
2024
Q4 | $110K | Buy |
269
+99
| +58% | +$40.6K | 0.06% | 43 |
|
|
2024
Q3 | $65.4K | Hold |
170
| – | – | 0.04% | 46 |
|
|
2024
Q2 | $63.7K | Hold |
170
| – | – | 0.04% | 46 |
|
|
2024
Q1 | $58.6K | Sell |
170
-11
| -6% | -$3.79K | 0.03% | 57 |
|
|
2023
Q4 | $56.3K | Hold |
181
| – | – | 0.03% | 57 |
|
|
2023
Q3 | $49.4K | Buy |
181
+124
| +218% | +$33.8K | 0.03% | 54 |
|
|
2023
Q2 | $16.2K | Buy |
+57
| New | +$16.2K | 0.01% | 58 |
|