Marion 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 | $1.21M | Buy |
2,756
+42
| +2% | +$18.4K | 0.3% | 69 |
|
|
2025
Q1 | $1.01M | Sell |
2,714
-202
| -7% | -$74.9K | 0.27% | 74 |
|
|
2024
Q4 | $1.2M | Hold |
2,916
| – | – | 0.32% | 69 |
|
|
2024
Q3 | $1.12M | Sell |
2,916
-7
| -0.2% | -$2.69K | 0.3% | 72 |
|
|
2024
Q2 | $1.09M | Buy |
2,923
+98
| +3% | +$36.7K | 0.32% | 65 |
|
|
2024
Q1 | $972K | Hold |
2,825
| – | – | 0.29% | 72 |
|
|
2023
Q4 | $878K | Hold |
2,825
| – | – | 0.28% | 73 |
|
|
2023
Q3 | $769K | Hold |
2,825
| – | – | 0.27% | 70 |
|
|
2023
Q2 | $799K | Hold |
2,825
| – | – | 0.28% | 67 |
|
|
2023
Q1 | $705K | Buy |
2,825
+334
| +13% | +$83.3K | 0.26% | 70 |
|
|
2022
Q4 | $531K | Hold |
2,491
| – | – | 0.22% | 79 |
|
|
2022
Q3 | $533K | Hold |
2,491
| – | – | 0.27% | 72 |
|
|
2022
Q2 | $555K | Hold |
2,491
| – | – | 0.29% | 72 |
|
|
2022
Q1 | $716K | Hold |
2,491
| – | – | 0.35% | 62 |
|
|
2021
Q4 | $799K | Buy |
+2,491
| New | +$799K | 0.38% | 58 |
|