LRI Investments’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 | $1.46M | Hold |
3,319
| – | – | 0.12% | 76 |
|
|
2025
Q1 | $1.23M | Hold |
3,319
| – | – | 0.12% | 85 |
|
|
2024
Q4 | $1.36M | Hold |
3,319
| – | – | 0.13% | 62 |
|
|
2024
Q3 | $1.35M | Hold |
3,319
| – | – | 0.13% | 63 |
|
|
2024
Q2 | $1.24M | Buy |
3,319
+330
| +11% | +$123K | 0.14% | 56 |
|
|
2024
Q1 | $1.03M | Buy |
+2,989
| New | +$1.03M | 0.26% | 43 |
|