Market Street Wealth Management Advisors’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 | $22.5M | Buy |
51,263
+842
| +2% | +$369K | 3.67% | 10 |
|
2025
Q1 | $18.7M | Sell |
50,421
-1,114
| -2% | -$413K | 3.18% | 13 |
|
2024
Q4 | $21.2M | Sell |
51,535
-1,077
| -2% | -$442K | 3.55% | 10 |
|
2024
Q3 | $20.2M | Sell |
52,612
-467
| -0.9% | -$179K | 3.32% | 12 |
|
2024
Q2 | $19.9M | Buy |
53,079
+535
| +1% | +$200K | 3.41% | 10 |
|
2024
Q1 | $18.1M | Buy |
52,544
+4,358
| +9% | +$1.5M | 3.18% | 12 |
|
2023
Q4 | $15M | Buy |
+48,186
| New | +$15M | 3.13% | 13 |
|