HTG Investment Advisors’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 | $6.95M | Buy |
15,855
+552
| +4% | +$242K | 2.59% | 13 |
|
|
2025
Q1 | $5.67M | Buy |
15,303
+196
| +1% | +$72.7K | 2.37% | 12 |
|
|
2024
Q4 | $6.2M | Buy |
15,107
+735
| +5% | +$302K | 2.84% | 11 |
|
|
2024
Q3 | $5.52M | Buy |
14,372
+292
| +2% | +$112K | 2.6% | 12 |
|
|
2024
Q2 | $5.27M | Buy |
14,080
+810
| +6% | +$303K | 2.84% | 11 |
|
|
2024
Q1 | $4.57M | Buy |
13,270
+804
| +6% | +$277K | 2.65% | 12 |
|
|
2023
Q4 | $3.88M | Buy |
12,466
+1,015
| +9% | +$316K | 2.53% | 11 |
|
|
2023
Q3 | $3.12M | Buy |
11,451
+1,633
| +17% | +$445K | 2.5% | 11 |
|
|
2023
Q2 | $2.78M | Buy |
9,818
+900
| +10% | +$255K | 2.29% | 14 |
|
|
2023
Q1 | $2.22M | Buy |
8,918
+2,792
| +46% | +$696K | 2.03% | 14 |
|
|
2022
Q4 | $1.31M | Buy |
+6,126
| New | +$1.31M | 1.32% | 17 |
|