Hart & Patterson Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$3.98M Sell
9,701
-358
-4% -$147K 1.94% 21
2024
Q3
$3.86M Buy
10,059
+221
+2% +$84.8K 1.83% 21
2024
Q2
$3.68M Sell
9,838
-455
-4% -$170K 1.82% 20
2024
Q1
$3.54M Sell
10,293
-598
-5% -$206K 1.75% 20
2023
Q4
$3.39M Buy
+10,891
New +$3.39M 1.76% 18