LBJ Family Wealth Advisors’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 | $316K | Hold |
720
| – | – | 0.18% | 24 |
|
|
2025
Q1 | $267K | Hold |
720
| – | – | 0.17% | 25 |
|
|
2024
Q4 | $296K | Hold |
720
| – | – | 0.18% | 24 |
|
|
2024
Q3 | $277K | Hold |
720
| – | – | 0.16% | 26 |
|
|
2024
Q2 | $269K | Hold |
720
| – | – | 0.17% | 26 |
|
|
2024
Q1 | $248K | Hold |
720
| – | – | 0.16% | 22 |
|
|
2023
Q4 | $224K | Sell |
720
-61
| -8% | -$19K | 0.15% | 22 |
|
|
2023
Q3 | $213K | Hold |
781
| – | – | 0.16% | 22 |
|
|
2023
Q2 | $221K | Buy |
+781
| New | +$221K | 0.15% | 24 |
|
|
2022
Q4 | – | Sell |
-68,293
| Closed | -$8.81M | – | 23 |
|
|
2022
Q3 | $8.81M | Buy |
68,293
+67,514
| +8,667% | +$8.7M | 7.11% | 5 |
|
|
2022
Q2 | $174K | Buy |
779
+1
| +0.1% | +$223 | 0.13% | 23 |
|
|
2022
Q1 | $212K | Hold |
778
| – | – | 0.14% | 23 |
|
|
2021
Q4 | $250K | Buy |
778
+2
| +0.3% | +$643 | 0.15% | 22 |
|
|
2021
Q3 | $225K | Hold |
776
| – | – | 0.13% | 22 |
|
|
2021
Q2 | $222K | Buy |
+776
| New | +$222K | 0.13% | 21 |
|