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