Long Island Wealth 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 | $853K | Sell |
1,946
-70
| -3% | -$30.7K | 0.44% | 44 |
|
|
2025
Q1 | $748K | Sell |
2,016
-24
| -1% | -$8.9K | 0.46% | 46 |
|
|
2024
Q4 | $837K | Sell |
2,040
-9
| -0.4% | -$3.69K | 0.52% | 45 |
|
|
2024
Q3 | $787K | Sell |
2,049
-108
| -5% | -$41.5K | 0.52% | 44 |
|
|
2024
Q2 | $807K | Sell |
2,157
-1
| -0% | -$374 | 0.57% | 42 |
|
|
2024
Q1 | $743K | Buy |
2,158
+2
| +0.1% | +$689 | 0.52% | 43 |
|
|
2023
Q4 | $670K | Buy |
+2,156
| New | +$670K | 0.48% | 42 |
|