Kelly Financial Services’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $653K | Hold |
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|
2025
Q2 | $597K | Buy |
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|
2025
Q1 | $504K | Sell |
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|
2024
Q4 | $870K | Sell |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $2.82M | Buy |
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|
2021
Q1 | $49.1K | Buy |
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|
2020
Q4 | $45.8K | Buy |
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|
2020
Q3 | $41K | Buy |
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