Libra Wealth’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 | $1.2M | Hold |
2,739
| – | – | 0.39% | 25 |
|
2025
Q1 | $1.02M | Buy |
2,739
+304
| +12% | +$113K | 0.38% | 24 |
|
2024
Q4 | $999K | Hold |
2,435
| – | – | 0.39% | 25 |
|
2024
Q3 | $935K | Hold |
2,435
| – | – | 0.37% | 25 |
|
2024
Q2 | $911K | Sell |
2,435
-99
| -4% | -$37K | 0.39% | 23 |
|
2024
Q1 | $872K | Sell |
2,534
-245
| -9% | -$84.3K | 0.38% | 25 |
|
2023
Q4 | $864K | Sell |
2,779
-71
| -2% | -$22.1K | 0.43% | 22 |
|
2023
Q3 | $776K | Sell |
2,850
-21
| -0.7% | -$5.72K | 0.43% | 23 |
|
2023
Q2 | $812K | Hold |
2,871
| – | – | 0.44% | 23 |
|
2023
Q1 | $716K | Hold |
2,871
| – | – | 0.42% | 24 |
|
2022
Q4 | $612K | Hold |
2,871
| – | – | 0.02% | 31 |
|
2022
Q3 | $614K | Buy |
2,871
+1,684
| +142% | +$360K | 0.4% | 26 |
|
2022
Q2 | $265K | Buy |
+1,187
| New | +$265K | 0.19% | 33 |
|