HFS
Horizon Financial Services’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Hold |
997
| – | – | 0.23% | 44 |
|
|
2025
Q1 | $370K | Hold |
997
| – | – | 0.21% | 45 |
|
|
2024
Q4 | $409K | Sell |
997
-53
| -5% | -$21.8K | 0.23% | 44 |
|
|
2024
Q3 | $403K | Hold |
1,050
| – | – | 0.24% | 42 |
|
|
2024
Q2 | $393K | Sell |
1,050
-3
| -0.3% | -$1.12K | 0.25% | 41 |
|
|
2024
Q1 | $362K | Sell |
1,053
-36
| -3% | -$12.4K | 0.23% | 42 |
|
|
2023
Q4 | $339K | Sell |
1,089
-188
| -15% | -$58.4K | 0.24% | 46 |
|
|
2023
Q3 | $348K | Sell |
1,277
-110
| -8% | -$30K | 0.28% | 40 |
|
|
2023
Q2 | $392K | Sell |
1,387
-126
| -8% | -$35.7K | 0.32% | 37 |
|
|
2023
Q1 | $377K | Sell |
1,513
-135
| -8% | -$33.7K | 0.32% | 36 |
|
|
2022
Q4 | $351K | Sell |
1,648
-2,330
| -59% | -$496K | 0.3% | 38 |
|
|
2022
Q3 | $851K | Sell |
3,978
-1,391
| -26% | -$298K | 0.76% | 28 |
|
|
2022
Q2 | $1.2M | Sell |
5,369
-83
| -2% | -$18.5K | 0.92% | 22 |
|
|
2022
Q1 | $1.57M | Sell |
5,452
-948
| -15% | -$273K | 1% | 24 |
|
|
2021
Q4 | $2.05M | Sell |
6,400
-1,055
| -14% | -$339K | 1.25% | 22 |
|
|
2021
Q3 | $2.16M | Sell |
7,455
-7,798
| -51% | -$2.26M | 1.42% | 19 |
|
|
2021
Q2 | $4.38M | Sell |
15,253
-29,842
| -66% | -$8.56M | 3.17% | 12 |
|
|
2021
Q1 | $11.6M | Buy |
45,095
+453
| +1% | +$116K | 10.16% | 4 |
|
|
2020
Q4 | $11.3M | Sell |
44,642
-557
| -1% | -$141K | 10.25% | 4 |
|
|
2020
Q3 | $10.3M | Buy |
+45,199
| New | +$10.3M | 9.99% | 5 |
|