Maltin Wealth 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
$762K Sell
1,738
-125
-7% -$54.8K 0.34% 64
2025
Q1
$691K Buy
1,863
+2
+0.1% +$742 0.32% 67
2024
Q4
$764K Sell
1,861
-3
-0.2% -$1.23K 0.38% 64
2024
Q3
$716K Sell
1,864
-15
-0.8% -$5.76K 0.35% 66
2024
Q2
$703K Hold
1,879
0.38% 65
2024
Q1
$647K Buy
1,879
+2
+0.1% +$688 0.36% 69
2023
Q4
$583K Buy
1,877
+3
+0.2% +$933 0.37% 67
2023
Q3
$510K Buy
1,874
+2
+0.1% +$545 0.36% 71
2023
Q2
$530K Sell
1,872
-14
-0.7% -$3.96K 0.37% 67
2023
Q1
$470K Sell
1,886
-17
-0.9% -$4.24K 0.34% 68
2022
Q4
$405K Sell
1,903
-459
-19% -$97.8K 0.3% 74
2022
Q3
$505K Buy
2,362
+465
+25% +$99.4K 0.4% 72
2022
Q2
$423K Sell
1,897
-582
-23% -$130K 0.31% 82
2022
Q1
$713K Buy
2,479
+2
+0.1% +$575 0.47% 66
2021
Q4
$795K Buy
2,477
+3
+0.1% +$963 0.48% 62
2021
Q3
$718K Buy
2,474
+2
+0.1% +$580 0.44% 55
2021
Q2
$709K Buy
2,472
+152
+7% +$43.6K 0.43% 58
2021
Q1
$596K Buy
2,320
+453
+24% +$116K 0.39% 62
2020
Q4
$473K Buy
1,867
+3
+0.2% +$760 0.33% 62
2020
Q3
$424K Sell
1,864
-1,027
-36% -$234K 0.3% 62
2020
Q2
$584K Sell
2,891
-493
-15% -$99.6K 0.44% 51
2020
Q1
$530K Sell
3,384
-329
-9% -$51.5K 0.45% 50
2019
Q4
$676K Buy
+3,713
New +$676K 0.44% 39