LFA
Level Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Buy |
17,146
+4,572
| +36% | +$2M | 2.34% | 13 |
|
|
2025
Q1 | $4.66M | Buy |
12,574
+2,164
| +21% | +$802K | 1.59% | 19 |
|
|
2024
Q4 | $4.27M | Buy |
10,410
+3,543
| +52% | +$1.45M | 1.57% | 18 |
|
|
2024
Q3 | $2.64M | Buy |
6,867
+1,905
| +38% | +$731K | 1.01% | 24 |
|
|
2024
Q2 | $1.86M | Buy |
4,962
+1,686
| +51% | +$631K | 0.8% | 29 |
|
|
2024
Q1 | $1.13M | Buy |
3,276
+776
| +31% | +$267K | 0.51% | 36 |
|
|
2023
Q4 | $777K | Sell |
2,500
-50
| -2% | -$15.5K | 0.38% | 37 |
|
|
2023
Q3 | $695K | Buy |
2,550
+1
| +0% | +$272 | 0.39% | 34 |
|
|
2023
Q2 | $721K | Sell |
2,549
-6
| -0.2% | -$1.7K | 0.4% | 31 |
|
|
2023
Q1 | $637K | Sell |
2,555
-181
| -7% | -$45.2K | 0.38% | 31 |
|
|
2022
Q4 | $583K | Buy |
2,736
+920
| +51% | +$196K | 0.38% | 34 |
|
|
2022
Q3 | $388K | Sell |
1,816
-365
| -17% | -$78K | 0.29% | 37 |
|
|
2022
Q2 | $486K | Buy |
2,181
+103
| +5% | +$23K | 0.36% | 32 |
|
|
2022
Q1 | $598K | Buy |
2,078
+937
| +82% | +$270K | 0.46% | 26 |
|
|
2021
Q4 | $366K | Buy |
+1,141
| New | +$366K | 0.28% | 32 |
|