Keeler & Nadler Financial Planning & 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 | $16.4M | Sell |
37,390
-96
| -0.3% | -$42.1K | 6.56% | 6 |
|
|
2025
Q1 | $13.9M | Sell |
37,486
-1,237
| -3% | -$458K | 6.26% | 6 |
|
|
2024
Q4 | $15.9M | Sell |
38,723
-793
| -2% | -$325K | 7.45% | 3 |
|
|
2024
Q3 | $15.2M | Buy |
39,516
+27
| +0.1% | +$10.4K | 7.39% | 4 |
|
|
2024
Q2 | $14.8M | Sell |
39,489
-1,242
| -3% | -$465K | 8.11% | 2 |
|
|
2024
Q1 | $14M | Sell |
40,731
-51
| -0.1% | -$17.6K | 8.42% | 2 |
|
|
2023
Q4 | $12.7M | Buy |
+40,782
| New | +$12.7M | 9.17% | 3 |
|
|
2022
Q4 | $7.37M | Buy |
+34,606
| New | +$7.37M | 6.68% | 5 |
|
|
2021
Q4 | $6.39M | Buy |
+19,909
| New | +$6.39M | 5.88% | 5 |
|