Lifeworks 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 | $1.57M | Sell |
3,583
-95
| -3% | -$41.6K | 0.23% | 100 |
|
|
2025
Q1 | $1.36M | Buy |
3,678
+1,053
| +40% | +$390K | 0.23% | 103 |
|
|
2024
Q4 | $1.08M | Buy |
2,625
+25
| +1% | +$10.3K | 0.19% | 113 |
|
|
2024
Q3 | $998K | Buy |
+2,600
| New | +$998K | 0.2% | 113 |
|
|
2024
Q2 | – | Sell |
-900
| Closed | -$310K | – | 247 |
|
|
2024
Q1 | $310K | Sell |
900
-75
| -8% | -$25.8K | 0.09% | 175 |
|
|
2023
Q4 | $303K | Buy |
+975
| New | +$303K | 0.1% | 161 |
|