Guardian Wealth Advisors (North Carolina)’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 | $1.08M | Buy |
2,474
+2
| +0.1% | +$877 | 0.08% | 129 |
|
|
2025
Q1 | $917K | Buy |
2,472
+226
| +10% | +$83.8K | 0.07% | 135 |
|
|
2024
Q4 | $922K | Buy |
2,246
+11
| +0.5% | +$4.51K | 0.07% | 135 |
|
|
2024
Q3 | $858K | Buy |
2,235
+3
| +0.1% | +$1.15K | 0.09% | 117 |
|
|
2024
Q2 | $835K | Hold |
2,232
| – | – | 0.1% | 113 |
|
|
2024
Q1 | $768K | Buy |
2,232
+949
| +74% | +$327K | 0.09% | 117 |
|
|
2023
Q4 | $374K | Buy |
1,283
+3
| +0.2% | +$874 | 0.06% | 169 |
|
|
2023
Q3 | $369K | Buy |
1,280
+17
| +1% | +$4.9K | 0.06% | 156 |
|
|
2023
Q2 | $357K | Sell |
1,263
-64
| -5% | -$18.1K | 0.06% | 155 |
|
|
2023
Q1 | $331K | Buy |
1,327
+10
| +0.8% | +$2.49K | 0.06% | 161 |
|
|
2022
Q4 | $281K | Buy |
1,317
+32
| +2% | +$6.82K | 0.05% | 159 |
|
|
2022
Q3 | $275K | Buy |
1,285
+826
| +180% | +$177K | 0.05% | 155 |
|
|
2022
Q2 | $102K | Buy |
459
+44
| +11% | +$9.78K | 0.02% | 203 |
|
|
2022
Q1 | $119K | Sell |
415
-16
| -4% | -$4.59K | 0.05% | 168 |
|
|
2021
Q4 | $138K | Buy |
+431
| New | +$138K | 0.06% | 151 |
|