Jeppson 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 | $1.36M | Hold |
3,112
| – | – | 0.47% | 56 |
|
|
2025
Q1 | $1.15M | Sell |
3,112
-788
| -20% | -$292K | 0.42% | 61 |
|
|
2024
Q4 | $1.6M | Sell |
3,900
-155
| -4% | -$63.6K | 0.58% | 45 |
|
|
2024
Q3 | $1.56M | Buy |
4,055
+4
| +0.1% | +$1.54K | 0.56% | 49 |
|
|
2024
Q2 | $1.52M | Sell |
4,051
-65
| -2% | -$24.3K | 0.58% | 45 |
|
|
2024
Q1 | $1.42M | Buy |
4,116
+5
| +0.1% | +$1.72K | 0.55% | 51 |
|
|
2023
Q4 | $1.28M | Sell |
4,111
-53
| -1% | -$16.5K | 0.53% | 53 |
|
|
2023
Q3 | $1.13M | Buy |
4,164
+6
| +0.1% | +$1.63K | 0.52% | 51 |
|
|
2023
Q2 | $1.18M | Sell |
4,158
-8
| -0.2% | -$2.26K | 0.51% | 48 |
|
|
2023
Q1 | $1.04M | Sell |
4,166
-13
| -0.3% | -$3.24K | 0.45% | 59 |
|
|
2022
Q4 | $891K | Buy |
4,179
+15
| +0.4% | +$3.2K | 0.37% | 64 |
|
|
2022
Q3 | $891K | Buy |
4,164
+33
| +0.8% | +$7.06K | 0.4% | 61 |
|
|
2022
Q2 | $921K | Buy |
4,131
+5
| +0.1% | +$1.12K | 0.4% | 61 |
|
|
2022
Q1 | $1.19M | Buy |
4,126
+4
| +0.1% | +$1.15K | 0.55% | 46 |
|
|
2021
Q4 | $1.32M | Sell |
4,122
-4
| -0.1% | -$1.28K | 0.64% | 35 |
|
|
2021
Q3 | $1.2M | Sell |
4,126
-1
| -0% | -$290 | 0.62% | 38 |
|
|
2021
Q2 | $1.18M | Sell |
4,127
-27
| -0.6% | -$7.74K | 0.65% | 41 |
|
|
2021
Q1 | $1.07M | Sell |
4,154
-15
| -0.4% | -$3.85K | 0.63% | 41 |
|
|
2020
Q4 | $1.06M | Buy |
4,169
+13
| +0.3% | +$3.29K | 0.7% | 36 |
|
|
2020
Q3 | $946K | Buy |
+4,156
| New | +$946K | 0.74% | 33 |
|