Lifestyle Asset Management’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 | – | Sell |
-677
| Closed | -$251K | – | 147 |
|
|
2025
Q1 | $251K | Buy |
677
+17
| +3% | +$6.3K | 0.14% | 93 |
|
|
2024
Q4 | $271K | Buy |
660
+17
| +3% | +$6.98K | 0.15% | 84 |
|
|
2024
Q3 | $247K | Sell |
643
-4
| -0.6% | -$1.54K | 0.14% | 89 |
|
|
2024
Q2 | $242K | Hold |
647
| – | – | 0.14% | 86 |
|
|
2024
Q1 | $223K | Hold |
647
| – | – | 0.13% | 89 |
|
|
2023
Q4 | $201K | Buy |
+647
| New | +$201K | 0.11% | 94 |
|