LongView 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 | $7.35M | Sell |
16,754
-5,423
| -24% | -$2.38M | 2.22% | 9 |
|
|
2025
Q1 | $8.22M | Sell |
22,177
-296
| -1% | -$110K | 2.47% | 8 |
|
|
2024
Q4 | $9.22M | Sell |
22,473
-87
| -0.4% | -$35.7K | 2.81% | 7 |
|
|
2024
Q3 | $8.66M | Buy |
22,560
+1,971
| +10% | +$757K | 2.76% | 8 |
|
|
2024
Q2 | $7.7M | Sell |
20,589
-132
| -0.6% | -$49.4K | 2.84% | 7 |
|
|
2024
Q1 | $7.13M | Buy |
20,721
+746
| +4% | +$257K | 2.83% | 6 |
|
|
2023
Q4 | $6.16M | Buy |
+19,975
| New | +$6.16M | 2.75% | 6 |
|