Impact Partnership Wealth’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 | $23M | Buy |
52,483
+17,037
| +48% | +$7.47M | 4.24% | 6 |
|
|
2025
Q1 | $13.1M | Buy |
35,446
+1,713
| +5% | +$635K | 2.81% | 10 |
|
|
2024
Q4 | $13.8M | Sell |
33,733
-6,011
| -15% | -$2.47M | 2.79% | 8 |
|
|
2024
Q3 | $15.3M | Buy |
39,744
+12,102
| +44% | +$4.65M | 3.44% | 7 |
|
|
2024
Q2 | $10.3M | Buy |
27,642
+2,181
| +9% | +$816K | 2.72% | 7 |
|
|
2024
Q1 | $8.76M | Sell |
25,461
-1,919
| -7% | -$661K | 3.47% | 6 |
|
|
2023
Q4 | $8.51M | Sell |
27,380
-3,626
| -12% | -$1.13M | 3.11% | 5 |
|
|
2023
Q3 | $8.44M | Sell |
31,006
-164,487
| -84% | -$44.8M | 2.63% | 6 |
|
|
2023
Q2 | $55.3M | Buy |
+195,493
| New | +$55.3M | 19.22% | 1 |
|