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