LGT 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 | $153K | Hold |
349
| – | – | 0.39% | 48 |
|
|
2025
Q1 | $130K | Hold |
349
| – | – | 0.4% | 54 |
|
|
2024
Q4 | $143K | Buy |
349
+50
| +17% | +$20.5K | 0.32% | 63 |
|
|
2024
Q3 | $115K | Buy |
299
+1
| +0.3% | +$384 | 0.28% | 62 |
|
|
2024
Q2 | $112K | Hold |
298
| – | – | 0.24% | 74 |
|
|
2024
Q1 | $103K | Hold |
298
| – | – | 0.12% | 171 |
|
|
2023
Q4 | $92.6K | Buy |
298
+1
| +0.3% | +$311 | 0.11% | 167 |
|
|
2023
Q3 | $80.9K | Hold |
297
| – | – | 0.1% | 181 |
|
|
2023
Q2 | $84K | Buy |
+297
| New | +$84K | 0.09% | 140 |
|
|
2023
Q1 | – | Sell |
-296
| Closed | -$63K | – | 199 |
|
|
2022
Q4 | $63K | Buy |
+296
| New | +$63K | 0.07% | 130 |
|