Kesler Norman & Wride’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 | $238K | Buy |
+542
| New | +$238K | 0.04% | 212 |
|
2022
Q2 | – | Sell |
-781
| Closed | -$225K | – | 151 |
|
2022
Q1 | $225K | Buy |
781
+25
| +3% | +$7.2K | 0.05% | 137 |
|
2021
Q4 | $243K | Sell |
756
-28
| -4% | -$9K | 0.05% | 140 |
|
2021
Q3 | $227K | Hold |
784
| – | – | 0.05% | 141 |
|
2021
Q2 | $232K | Sell |
784
-79
| -9% | -$23.4K | 0.05% | 148 |
|
2021
Q1 | $222K | Sell |
863
-45
| -5% | -$11.6K | 0.06% | 145 |
|
2020
Q4 | $230K | Buy |
+908
| New | +$230K | 0.06% | 140 |
|