LTI
Laffer Tengler Investments’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $552K | Buy |
1,260
+589
| +88% | +$258K | 0.1% | 120 |
|
2025
Q1 | $249K | Hold |
671
| – | – | 0.05% | 118 |
|
2024
Q4 | $275K | Sell |
671
-170
| -20% | -$69.8K | 0.05% | 119 |
|
2024
Q3 | $323K | Buy |
841
+170
| +25% | +$65.3K | 0.07% | 137 |
|
2024
Q2 | $251K | Sell |
671
-40
| -6% | -$15K | 0.05% | 155 |
|
2024
Q1 | $245K | Buy |
711
+35
| +5% | +$12K | 0.06% | 137 |
|
2023
Q4 | $210K | Buy |
676
+5
| +0.7% | +$1.55K | 0.06% | 141 |
|
2023
Q3 | $183K | Hold |
671
| – | – | 0.05% | 143 |
|
2023
Q2 | $190K | Sell |
671
-100
| -13% | -$28.3K | 0.05% | 204 |
|
2023
Q1 | $192K | Buy |
+771
| New | +$192K | 0.05% | 202 |
|