Legend Financial 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 | $31.1K | Buy |
+71
| New | +$31.1K | 0.02% | 73 |
|
|
2025
Q1 | – | Sell |
-71
| Closed | -$29.1K | – | 249 |
|
|
2024
Q4 | $29.1K | Hold |
71
| – | – | 0.02% | 72 |
|
|
2024
Q3 | $27.3K | Sell |
71
-80
| -53% | -$30.7K | 0.02% | 68 |
|
|
2024
Q2 | $56.5K | Buy |
151
+80
| +113% | +$29.9K | 0.04% | 56 |
|
|
2024
Q1 | $24.4K | Hold |
71
| – | – | 0.02% | 82 |
|
|
2023
Q4 | $22.1K | Hold |
71
| – | – | 0.02% | 86 |
|
|
2023
Q3 | $19.3K | Sell |
71
-332
| -82% | -$90.4K | 0.02% | 95 |
|
|
2023
Q2 | $114K | Sell |
403
-1,318
| -77% | -$373K | 0.1% | 48 |
|
|
2023
Q1 | $429K | Sell |
1,721
-114
| -6% | -$28.4K | 0.36% | 33 |
|
|
2022
Q4 | $391K | Sell |
1,835
-387
| -17% | -$82.5K | 0.34% | 34 |
|
|
2022
Q3 | $475K | Sell |
2,222
-750
| -25% | -$160K | 0.45% | 25 |
|
|
2022
Q2 | $663K | Sell |
2,972
-9
| -0.3% | -$2.01K | 0.69% | 19 |
|
|
2022
Q1 | $865K | Buy |
2,981
+696
| +30% | +$202K | 0.55% | 21 |
|
|
2021
Q4 | $733K | Sell |
2,285
-696
| -23% | -$223K | 0.51% | 27 |
|
|
2021
Q3 | $865K | Buy |
2,981
+744
| +33% | +$216K | 0.55% | 21 |
|
|
2021
Q2 | $642K | Buy |
+2,237
| New | +$642K | 0.41% | 24 |
|
|
2021
Q1 | – | Sell |
-2,223
| Closed | -$563K | – | 30 |
|
|
2020
Q4 | $563K | Sell |
2,223
-848
| -28% | -$215K | 0.46% | 20 |
|
|
2020
Q3 | $699K | Sell |
3,071
-189
| -6% | -$43K | 0.55% | 18 |
|
|
2020
Q2 | $659K | Sell |
3,260
-14,760
| -82% | -$2.98M | 0.41% | 24 |
|
|
2020
Q1 | $2.82M | Sell |
18,020
-790
| -4% | -$124K | 2.53% | 8 |
|
|
2019
Q4 | $3.43M | Sell |
18,810
-1,432
| -7% | -$261K | 2.93% | 9 |
|
|
2019
Q3 | $3.37M | Sell |
20,242
-275
| -1% | -$45.7K | 2.86% | 10 |
|
|
2019
Q2 | $3.35M | Sell |
20,517
-5,883
| -22% | -$961K | 2.95% | 10 |
|
|
2019
Q1 | $4.13M | Sell |
26,400
-332
| -1% | -$51.9K | 4.53% | 8 |
|
|
2018
Q4 | $3.59M | Buy |
+26,732
| New | +$3.59M | 5.27% | 8 |
|