KPP Advisory Services’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 | $2.01M | Sell |
4,578
-449
| -9% | -$197K | 0.33% | 69 |
|
|
2025
Q1 | $1.86M | Buy |
5,027
+3,128
| +165% | +$1.16M | 0.35% | 67 |
|
|
2024
Q4 | $780K | Buy |
1,899
+1,289
| +211% | +$529K | 0.18% | 108 |
|
|
2024
Q3 | $234K | Sell |
610
-990
| -62% | -$380K | 0.06% | 226 |
|
|
2024
Q2 | $598K | Sell |
1,600
-251
| -14% | -$93.9K | 0.16% | 114 |
|
|
2024
Q1 | $637K | Buy |
1,851
+146
| +9% | +$50.3K | 0.17% | 109 |
|
|
2023
Q4 | $530K | Buy |
+1,705
| New | +$530K | 0.47% | 55 |
|