Gries Financial’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 | $836K | Buy |
1,906
+456
| +31% | +$200K | 0.15% | 132 |
|
2025
Q1 | $538K | Buy |
1,450
+365
| +34% | +$135K | 0.1% | 156 |
|
2024
Q4 | $445K | Sell |
1,085
-67
| -6% | -$27.5K | 0.08% | 174 |
|
2024
Q3 | $442K | Buy |
1,152
+123
| +12% | +$47.2K | 0.08% | 169 |
|
2024
Q2 | $385K | Sell |
1,029
-854
| -45% | -$319K | 0.08% | 164 |
|
2024
Q1 | $648K | Buy |
1,883
+556
| +42% | +$191K | 0.11% | 150 |
|
2023
Q4 | $413K | Buy |
+1,327
| New | +$413K | 0.09% | 144 |
|