Larson Financial Group’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 | $2.42M | Buy |
5,528
+1,097
| +25% | +$481K | 0.1% | 189 |
|
|
2025
Q1 | $1.64M | Buy |
4,431
+2,440
| +123% | +$905K | 0.08% | 214 |
|
|
2024
Q4 | $817K | Buy |
1,991
+230
| +13% | +$94.4K | 0.04% | 274 |
|
|
2024
Q3 | $676K | Sell |
1,761
-687
| -28% | -$264K | 0.04% | 277 |
|
|
2024
Q2 | $916K | Buy |
2,448
+891
| +57% | +$333K | 0.06% | 203 |
|
|
2024
Q1 | $536K | Sell |
1,557
-1,303
| -46% | -$448K | 0.04% | 233 |
|
|
2023
Q4 | $889K | Sell |
2,860
-232
| -8% | -$72.1K | 0.08% | 161 |
|
|
2023
Q3 | $842K | Buy |
3,092
+1,463
| +90% | +$398K | 0.08% | 165 |
|
|
2023
Q2 | $461K | Sell |
1,629
-301
| -16% | -$85.2K | 0.05% | 200 |
|
|
2023
Q1 | $481K | Buy |
1,930
+537
| +39% | +$134K | 0.05% | 204 |
|
|
2022
Q4 | $297K | Sell |
1,393
-31
| -2% | -$6.61K | 0.04% | 245 |
|
|
2022
Q3 | $305K | Buy |
1,424
+1
| +0.1% | +$214 | 0.04% | 224 |
|
|
2022
Q2 | $317K | Buy |
1,423
+124
| +10% | +$27.6K | 0.05% | 140 |
|
|
2022
Q1 | $374K | Buy |
1,299
+167
| +15% | +$48.1K | 0.06% | 134 |
|
|
2021
Q4 | $363K | Buy |
1,132
+496
| +78% | +$159K | 0.06% | 144 |
|
|
2021
Q3 | $184K | Buy |
636
+182
| +40% | +$52.7K | 0.04% | 155 |
|
|
2021
Q2 | $130K | Sell |
454
-19
| -4% | -$5.44K | 0.03% | 162 |
|
|
2021
Q1 | $122K | Buy |
473
+218
| +85% | +$56.2K | 0.04% | 154 |
|
|
2020
Q4 | $65K | Sell |
255
-84
| -25% | -$21.4K | 0.02% | 183 |
|
|
2020
Q3 | $77K | Hold |
339
| – | – | 0.03% | 149 |
|
|
2020
Q2 | $69K | Hold |
339
| – | – | 0.03% | 163 |
|
|
2020
Q1 | $53K | Buy |
339
+2
| +0.6% | +$313 | 0.03% | 157 |
|
|
2019
Q4 | $61K | Buy |
337
+123
| +57% | +$22.3K | 0.04% | 141 |
|
|
2019
Q3 | $36K | Buy |
214
+129
| +152% | +$21.7K | 0.02% | 174 |
|
|
2019
Q2 | $14K | Hold |
85
| – | – | 0.01% | 223 |
|
|
2019
Q1 | $13K | Hold |
85
| – | – | 0.01% | 216 |
|
|
2018
Q4 | $11K | Buy |
+85
| New | +$11K | 0.01% | 213 |
|