M3 Advisory Group’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 | $7.29M | Buy |
16,632
+706
| +4% | +$310K | 5.04% | 4 |
|
2025
Q1 | $5.91M | Sell |
15,926
-188
| -1% | -$69.7K | 4.67% | 4 |
|
2024
Q4 | $6.61M | Buy |
16,114
+1,178
| +8% | +$483K | 4.74% | 4 |
|
2024
Q3 | $5.73M | Buy |
14,936
+533
| +4% | +$205K | 4.21% | 4 |
|
2024
Q2 | $5.39M | Buy |
14,403
+859
| +6% | +$321K | 4.44% | 4 |
|
2024
Q1 | $4.66M | Buy |
13,544
+2,733
| +25% | +$941K | 4.22% | 4 |
|
2023
Q4 | $3.36M | Buy |
+10,811
| New | +$3.36M | 3.94% | 4 |
|