LVM Capital 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 | $359K | Hold |
818
| – | – | 0.04% | 125 |
|
2025
Q1 | $303K | Sell |
818
-20
| -2% | -$7.41K | 0.03% | 126 |
|
2024
Q4 | $344K | Sell |
838
-288
| -26% | -$118K | 0.04% | 126 |
|
2024
Q3 | $421K | Hold |
1,126
| – | – | 0.05% | 116 |
|
2024
Q2 | $421K | Buy |
+1,126
| New | +$421K | 0.05% | 116 |
|
2022
Q2 | – | Sell |
-701
| Closed | -$202K | – | 142 |
|
2022
Q1 | $202K | Hold |
701
| – | – | 0.03% | 135 |
|
2021
Q4 | $225K | Hold |
701
| – | – | 0.03% | 122 |
|
2021
Q3 | $203K | Hold |
701
| – | – | 0.03% | 124 |
|
2021
Q2 | $201K | Buy |
+701
| New | +$201K | 0.03% | 125 |
|