Lantz Financial’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.29M | Hold |
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|
2024
Q1 | $1.19M | Hold |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $939K | Sell |
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|
2023
Q2 | $979K | Buy |
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|
2023
Q1 | $853K | Hold |
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|
2022
Q4 | $728K | Sell |
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|
2022
Q3 | $788K | Buy |
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|
2022
Q2 | $779K | Buy |
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|
2022
Q1 | $937K | Hold |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $945K | Hold |
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|
2021
Q2 | $934K | Hold |
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|
2021
Q1 | $837K | Hold |
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|
2020
Q4 | $825K | Hold |
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|
2020
Q3 | $741K | Hold |
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|
2020
Q2 | $658K | Sell |
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|
2020
Q1 | $580K | Buy |
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|
2019
Q4 | $434K | Hold |
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|
2019
Q3 | $386K | Sell |
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|
2019
Q2 | $425K | Sell |
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|
2019
Q1 | $440K | Buy |
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