Madison Wealth Partners’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 | $3.95M | Buy |
9,002
+514
| +6% | +$225K | 0.86% | 21 |
|
|
2025
Q1 | $3.15M | Buy |
8,488
+239
| +3% | +$88.6K | 0.78% | 22 |
|
|
2024
Q4 | $3.39M | Sell |
8,249
-53
| -0.6% | -$21.8K | 0.95% | 19 |
|
|
2024
Q3 | $3.19M | Buy |
8,302
+133
| +2% | +$51.1K | 0.94% | 20 |
|
|
2024
Q2 | $3.06M | Buy |
8,169
+32
| +0.4% | +$12K | 1.05% | 18 |
|
|
2024
Q1 | $2.8M | Sell |
8,137
-203
| -2% | -$69.9K | 1.01% | 21 |
|
|
2023
Q4 | $2.59M | Buy |
8,340
+248
| +3% | +$77.1K | 1.03% | 21 |
|
|
2023
Q3 | $2.2M | Hold |
8,092
| – | – | 1.11% | 17 |
|
|
2023
Q2 | $2.29M | Sell |
8,092
-111
| -1% | -$31.4K | 1.07% | 20 |
|
|
2023
Q1 | $2.05M | Sell |
8,203
-141
| -2% | -$35.2K | 1.03% | 19 |
|
|
2022
Q4 | $1.78M | Hold |
8,344
| – | – | 1.04% | 19 |
|
|
2022
Q3 | $1.79M | Hold |
8,344
| – | – | 1.17% | 16 |
|
|
2022
Q2 | $1.86M | Buy |
8,344
+172
| +2% | +$38.3K | 1.18% | 16 |
|
|
2022
Q1 | $2.35M | Buy |
8,172
+430
| +6% | +$124K | 1.31% | 16 |
|
|
2021
Q4 | $2.49M | Buy |
7,742
+47
| +0.6% | +$15.1K | 1.25% | 15 |
|
|
2021
Q3 | $2.23M | Sell |
7,695
-158
| -2% | -$45.9K | 1.26% | 15 |
|
|
2021
Q2 | $2.25M | Buy |
7,853
+1,365
| +21% | +$391K | 1.29% | 14 |
|
|
2021
Q1 | $1.64M | Hold |
6,488
| – | – | 1.16% | 14 |
|
|
2020
Q4 | $1.64M | Buy |
+6,488
| New | +$1.64M | 1.1% | 15 |
|