Kingswood Wealth Advisors’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 | $3.72M | Buy |
8,489
+417
| +5% | +$183K | 0.29% | 75 |
|
|
2025
Q1 | $3M | Sell |
8,072
-65
| -0.8% | -$24.1K | 0.27% | 88 |
|
|
2024
Q4 | $3.34M | Buy |
8,137
+2,794
| +52% | +$1.15M | 0.25% | 84 |
|
|
2024
Q3 | $2.05M | Buy |
5,343
+2,125
| +66% | +$815K | 0.15% | 161 |
|
|
2024
Q2 | $1.2M | Buy |
3,218
+285
| +10% | +$107K | 0.11% | 199 |
|
|
2024
Q1 | $1.01M | Buy |
2,933
+606
| +26% | +$209K | 0.12% | 201 |
|
|
2023
Q4 | $723K | Buy |
+2,327
| New | +$723K | 0.08% | 263 |
|