Klingman & Associates’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 | $1.4M | Buy |
3,204
+549
| +21% | +$241K | 0.08% | 95 |
|
|
2025
Q1 | $985K | Sell |
2,655
-12
| -0.4% | -$4.45K | 0.06% | 107 |
|
|
2024
Q4 | $1.09M | Sell |
2,667
-420
| -14% | -$172K | 0.07% | 98 |
|
|
2024
Q3 | $1.19M | Sell |
3,087
-386
| -11% | -$148K | 0.07% | 101 |
|
|
2024
Q2 | $1.3M | Buy |
3,473
+526
| +18% | +$197K | 0.09% | 81 |
|
|
2024
Q1 | $1.01M | Buy |
2,947
+141
| +5% | +$48.5K | 0.07% | 100 |
|
|
2023
Q4 | $872K | Sell |
2,806
-425
| -13% | -$132K | 0.06% | 103 |
|
|
2023
Q3 | $880K | Buy |
3,231
+160
| +5% | +$43.6K | 0.07% | 97 |
|
|
2023
Q2 | $869K | Sell |
3,071
-105
| -3% | -$29.7K | 0.07% | 95 |
|
|
2023
Q1 | $792K | Buy |
3,176
+457
| +17% | +$114K | 0.07% | 94 |
|
|
2022
Q4 | $579K | Buy |
2,719
+47
| +2% | +$10K | 0.05% | 109 |
|
|
2022
Q3 | $572K | Hold |
2,672
| – | – | 0.06% | 98 |
|
|
2022
Q2 | $596K | Sell |
2,672
-89
| -3% | -$19.9K | 0.06% | 97 |
|
|
2022
Q1 | $794K | Sell |
2,761
-6
| -0.2% | -$1.73K | 0.07% | 83 |
|
|
2021
Q4 | $888K | Hold |
2,767
| – | – | 0.08% | 78 |
|
|
2021
Q3 | $803K | Buy |
2,767
+985
| +55% | +$286K | 0.08% | 80 |
|
|
2021
Q2 | $511K | Sell |
1,782
-151
| -8% | -$43.3K | 0.05% | 97 |
|
|
2021
Q1 | $497K | Sell |
1,933
-43
| -2% | -$11.1K | 0.05% | 93 |
|
|
2020
Q4 | $501K | Sell |
1,976
-73
| -4% | -$18.5K | 0.06% | 88 |
|
|
2020
Q3 | $466K | Sell |
2,049
-346
| -14% | -$78.7K | 0.06% | 86 |
|
|
2020
Q2 | $484K | Buy |
2,395
+502
| +27% | +$101K | 0.07% | 77 |
|
|
2020
Q1 | $297K | Sell |
1,893
-585
| -24% | -$91.8K | 0.06% | 96 |
|
|
2019
Q4 | $451K | Buy |
+2,478
| New | +$451K | 0.07% | 82 |
|