Houlihan Financial Resource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
9,078
+16
| +0.2% | +$7.15K | 1.68% | 20 |
|
|
2025
Q1 | $3.36M | Sell |
9,062
-826
| -8% | -$306K | 1.51% | 25 |
|
|
2024
Q4 | $4.06M | Sell |
9,888
-256
| -3% | -$105K | 1.73% | 21 |
|
|
2024
Q3 | $3.89M | Buy |
+10,144
| New | +$3.89M | 1.61% | 23 |
|
|
2024
Q2 | – | Sell |
-10,530
| Closed | -$3.62M | – | 100 |
|
|
2024
Q1 | $3.62M | Buy |
10,530
+93
| +0.9% | +$32K | 1.63% | 21 |
|
|
2023
Q4 | $3.25M | Buy |
10,437
+40
| +0.4% | +$12.4K | 1.57% | 23 |
|
|
2023
Q3 | $2.81M | Buy |
+10,397
| New | +$2.81M | 1.5% | 24 |
|
|
2023
Q2 | – | Sell |
-10,466
| Closed | -$2.61M | – | 175 |
|
|
2023
Q1 | $2.61M | Buy |
10,466
+455
| +5% | +$114K | 1.42% | 25 |
|
|
2022
Q4 | $2.22M | Buy |
10,011
+220
| +2% | +$48.9K | 1.28% | 25 |
|
|
2022
Q3 | $2.14M | Buy |
+9,791
| New | +$2.14M | 1.3% | 26 |
|
|
2020
Q3 | $2.22M | Buy |
+9,323
| New | +$2.22M | 1.28% | 27 |
|
|
2020
Q1 | $1.63M | Buy |
10,368
+126
| +1% | +$19.7K | 1.41% | 21 |
|
|
2019
Q4 | $1.87M | Buy |
+10,242
| New | +$1.87M | 1.21% | 24 |
|