Legacy Wealth Management (Tennessee)’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 | $674K | Buy |
+1,538
| New | +$674K | 0.04% | 22 |
|
2022
Q3 | – | Sell |
-3,638
| Closed | -$811K | – | 20 |
|
2022
Q2 | $811K | Buy |
3,638
+1,570
| +76% | +$350K | 0.1% | 16 |
|
2022
Q1 | $595K | Buy |
2,068
+954
| +86% | +$274K | 0.07% | 14 |
|
2021
Q4 | $357K | Hold |
1,114
| – | – | 0.04% | 16 |
|
2021
Q3 | $323K | Buy |
1,114
+4
| +0.4% | +$1.16K | 0.04% | 15 |
|
2021
Q2 | $318K | Buy |
+1,110
| New | +$318K | 0.04% | 15 |
|