Lee Financial’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
Q1 | – | Sell |
-691
| Closed | -$284K | – | 185 |
|
|
2024
Q4 | $284K | Buy |
691
+169
| +32% | +$69.4K | 0.04% | 151 |
|
|
2024
Q3 | $200K | Buy |
+522
| New | +$200K | 0.03% | 172 |
|
|
2024
Q1 | – | Sell |
-67
| Closed | -$20.8K | – | 810 |
|
|
2023
Q4 | $20.8K | Hold |
67
| – | – | ﹤0.01% | 318 |
|
|
2023
Q3 | $18.2K | Hold |
67
| – | – | ﹤0.01% | 316 |
|
|
2023
Q2 | $19K | Sell |
67
-7
| -9% | -$1.98K | ﹤0.01% | 312 |
|
|
2023
Q1 | $18.5K | Hold |
74
| – | – | ﹤0.01% | 322 |
|
|
2022
Q4 | $15.8K | Hold |
74
| – | – | ﹤0.01% | 392 |
|
|
2022
Q3 | $16K | Hold |
74
| – | – | ﹤0.01% | 362 |
|
|
2022
Q2 | $16K | Hold |
74
| – | – | ﹤0.01% | 374 |
|
|
2022
Q1 | $21K | Sell |
74
-3
| -4% | -$851 | ﹤0.01% | 334 |
|
|
2021
Q4 | $25K | Sell |
77
-6
| -7% | -$1.95K | ﹤0.01% | 339 |
|
|
2021
Q3 | $24K | Hold |
83
| – | – | 0.01% | 311 |
|
|
2021
Q2 | $24K | Sell |
83
-255
| -75% | -$73.7K | 0.01% | 303 |
|
|
2021
Q1 | $87K | Buy |
338
+170
| +101% | +$43.8K | 0.02% | 184 |
|
|
2020
Q4 | $43K | Sell |
168
-89
| -35% | -$22.8K | 0.01% | 221 |
|
|
2020
Q3 | $58K | Buy |
257
+168
| +189% | +$37.9K | 0.02% | 215 |
|
|
2020
Q2 | $18K | Hold |
89
| – | – | 0.01% | 291 |
|
|
2020
Q1 | $14K | Hold |
89
| – | – | ﹤0.01% | 264 |
|
|
2019
Q4 | $16K | Hold |
89
| – | – | ﹤0.01% | 282 |
|
|
2019
Q3 | $15K | Hold |
89
| – | – | ﹤0.01% | 284 |
|
|
2019
Q2 | $15K | Hold |
89
| – | – | ﹤0.01% | 303 |
|
|
2019
Q1 | $14K | Buy |
+89
| New | +$14K | ﹤0.01% | 297 |
|