JDM Financial 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 | $326K | Hold |
744
| – | – | 0.15% | 46 |
|
|
2025
Q1 | $276K | Hold |
744
| – | – | 0.14% | 46 |
|
|
2024
Q4 | $305K | Hold |
744
| – | – | 0.16% | 41 |
|
|
2024
Q3 | $286K | Hold |
744
| – | – | 0.16% | 43 |
|
|
2024
Q2 | $278K | Hold |
744
| – | – | 0.19% | 40 |
|
|
2024
Q1 | $256K | Hold |
744
| – | – | 0.19% | 39 |
|
|
2023
Q4 | $231K | Sell |
744
-167
| -18% | -$51.9K | 0.19% | 34 |
|
|
2023
Q3 | $248K | Hold |
911
| – | – | 0.23% | 32 |
|
|
2023
Q2 | $258K | Hold |
911
| – | – | 0.22% | 33 |
|
|
2023
Q1 | $227K | Hold |
911
| – | – | 0.21% | 33 |
|
|
2022
Q4 | $194K | Buy |
+911
| New | +$194K | 0.19% | 34 |
|