HighMark 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 | $22K | Sell |
50
-16
| -24% | -$7.05K | 0.01% | 216 |
|
|
2025
Q1 | $24.6K | Buy |
66
+16
| +32% | +$5.96K | 0.01% | 184 |
|
|
2024
Q4 | $20.6K | Hold |
50
| – | – | 0.01% | 197 |
|
|
2024
Q3 | $19.2K | Hold |
50
| – | – | 0.01% | 212 |
|
|
2024
Q2 | $18.7K | Buy |
+50
| New | +$18.7K | 0.01% | 210 |
|
|
2022
Q1 | – | Hold |
0
| – | -$22K | – | 544 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 174 |
|