L.M. Kohn & Company’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 | $494K | Sell |
1,128
-333
| -23% | -$146K | 0.13% | 141 |
|
|
2025
Q1 | $542K | Buy |
1,461
+177
| +14% | +$65.6K | 0.14% | 139 |
|
|
2024
Q4 | $527K | Buy |
1,284
+53
| +4% | +$21.8K | 0.14% | 136 |
|
|
2024
Q3 | $473K | Buy |
1,231
+316
| +35% | +$121K | 0.12% | 154 |
|
|
2024
Q2 | $342K | Sell |
915
-61
| -6% | -$22.8K | 0.09% | 184 |
|
|
2024
Q1 | $336K | Buy |
+976
| New | +$336K | 0.09% | 189 |
|