Jamison Private 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 | $292K | Hold |
665
| – | – | 0.04% | 177 |
|
|
2025
Q1 | $247K | Hold |
665
| – | – | 0.04% | 184 |
|
|
2024
Q4 | $273K | Hold |
665
| – | – | 0.04% | 183 |
|
|
2024
Q3 | $255K | Buy |
665
+145
| +28% | +$55.7K | 0.04% | 173 |
|
|
2024
Q2 | $194K | Hold |
520
| – | – | 0.03% | 175 |
|
|
2024
Q1 | $179K | Hold |
520
| – | – | 0.03% | 184 |
|
|
2023
Q4 | $162K | Hold |
520
| – | – | 0.03% | 180 |
|
|
2023
Q3 | $142K | Buy |
+520
| New | +$142K | 0.03% | 177 |
|