KPWG
KFA Private Wealth Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
6,873
+4
| +0.1% | +$1.75K | 0.93% | 23 |
|
|
2025
Q1 | $2.55M | Buy |
6,869
+1,152
| +20% | +$427K | 0.89% | 23 |
|
|
2024
Q4 | $2.35M | Buy |
5,717
+265
| +5% | +$109K | 0.98% | 23 |
|
|
2024
Q3 | $2.09M | Buy |
5,452
+16
| +0.3% | +$6.14K | 1% | 23 |
|
|
2024
Q2 | $2.03M | Sell |
5,436
-2,442
| -31% | -$913K | 1.05% | 22 |
|
|
2024
Q1 | $2.71M | Buy |
7,878
+1,022
| +15% | +$352K | 0.84% | 23 |
|
|
2023
Q4 | $2.13M | Buy |
6,856
+2,149
| +46% | +$668K | 0.76% | 22 |
|
|
2023
Q3 | $1.28M | Buy |
4,707
+2,340
| +99% | +$637K | 0.53% | 27 |
|
|
2023
Q2 | $670K | Buy |
2,367
+264
| +13% | +$74.7K | 0.28% | 37 |
|
|
2023
Q1 | $525K | Sell |
2,103
-7
| -0.3% | -$1.75K | 0.24% | 38 |
|
|
2022
Q4 | $450K | Buy |
2,110
+2
| +0.1% | +$426 | 0.23% | 40 |
|
|
2022
Q3 | $451K | Buy |
2,108
+274
| +15% | +$58.6K | 0.24% | 38 |
|
|
2022
Q2 | $409K | Buy |
1,834
+3
| +0.2% | +$669 | 0.23% | 42 |
|
|
2022
Q1 | $527K | Sell |
1,831
-198
| -10% | -$57K | 0.26% | 43 |
|
|
2021
Q4 | $651K | Sell |
2,029
-61
| -3% | -$19.6K | 0.32% | 35 |
|
|
2021
Q3 | $606K | Buy |
2,090
+52
| +3% | +$15.1K | 0.33% | 34 |
|
|
2021
Q2 | $584K | Sell |
2,038
-91
| -4% | -$26.1K | 0.32% | 34 |
|
|
2021
Q1 | $547K | Buy |
2,129
+816
| +62% | +$210K | 0.32% | 36 |
|
|
2020
Q4 | $333K | Buy |
1,313
+1
| +0.1% | +$254 | 0.21% | 50 |
|
|
2020
Q3 | $299K | Buy |
+1,312
| New | +$299K | 0.22% | 50 |
|
|
2020
Q2 | – | Sell |
-1,698
| Closed | -$266K | – | 57 |
|
|
2020
Q1 | $266K | Buy |
1,698
+1
| +0.1% | +$157 | 0.31% | 40 |
|
|
2019
Q4 | $309K | Buy |
+1,697
| New | +$309K | 0.28% | 39 |
|