Landmark Wealth Management (Illinois)’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 | $534K | Sell |
1,218
-116
| -9% | -$50.9K | 0.23% | 38 |
|
|
2025
Q1 | $495K | Hold |
1,334
| – | – | 0.24% | 44 |
|
|
2024
Q4 | $547K | Sell |
1,334
-63
| -5% | -$25.9K | 0.27% | 42 |
|
|
2024
Q3 | $536K | Buy |
1,397
+1
| +0.1% | +$384 | 0.27% | 40 |
|
|
2024
Q2 | $522K | Sell |
1,396
-36
| -3% | -$13.5K | 0.29% | 39 |
|
|
2024
Q1 | $493K | Hold |
1,432
| – | – | 5.08% | 5 |
|
|
2023
Q4 | $445K | Buy |
+1,432
| New | +$445K | 4.59% | 5 |
|