KMG Fiduciary Partners’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 | $3.52M | Hold |
8,039
| – | – | 0.26% | 94 |
|
|
2025
Q1 | $2.98M | Buy |
8,039
+490
| +6% | +$182K | 0.25% | 94 |
|
|
2024
Q4 | $3.1M | Sell |
7,549
-515
| -6% | -$211K | 0.26% | 93 |
|
|
2024
Q3 | $3.1M | Hold |
8,064
| – | – | 0.27% | 89 |
|
|
2024
Q2 | $3.02M | Hold |
8,064
| – | – | 0.3% | 80 |
|
|
2024
Q1 | $2.78M | Sell |
8,064
-65
| -0.8% | -$22.4K | 0.29% | 82 |
|
|
2023
Q4 | $2.53M | Buy |
8,129
+66
| +0.8% | +$20.5K | 0.29% | 86 |
|
|
2023
Q3 | $2.2M | Sell |
8,063
-69
| -0.8% | -$18.8K | 0.29% | 86 |
|
|
2023
Q2 | $2.3M | Buy |
8,132
+495
| +6% | +$140K | 0.3% | 85 |
|
|
2023
Q1 | $1.9M | Buy |
7,637
+4,205
| +123% | +$1.05M | 0.27% | 95 |
|
|
2022
Q4 | $731K | Buy |
+3,432
| New | +$731K | 0.12% | 140 |
|