Kovitz Investment Group 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 | $62.3M | Sell |
142,204
-2,876
| -2% | -$1.26M | 0.27% | 87 |
|
|
2025
Q1 | $53.8M | Sell |
145,080
-18,876
| -12% | -$7M | 0.27% | 90 |
|
|
2024
Q4 | $67.3M | Buy |
163,956
+5,518
| +3% | +$2.26M | 0.33% | 74 |
|
|
2024
Q3 | $57.4M | Buy |
158,438
+145,680
| +1,142% | +$52.8M | 0.41% | 58 |
|
|
2024
Q2 | $4.78M | Buy |
12,758
+10,273
| +413% | +$3.85M | 0.04% | 296 |
|
|
2024
Q1 | $855K | Buy |
2,485
+1,385
| +126% | +$477K | 0.01% | 430 |
|
|
2023
Q4 | $342K | Sell |
1,100
-3,715
| -77% | -$1.16M | 0.01% | 354 |
|
|
2023
Q3 | $1.31M | Sell |
4,815
-3,389
| -41% | -$923K | 0.02% | 257 |
|
|
2023
Q2 | $2.32M | Sell |
8,204
-1,370
| -14% | -$388K | 0.03% | 233 |
|
|
2023
Q1 | $2.39M | Buy |
+9,574
| New | +$2.39M | 0.04% | 227 |
|