McClarren Financial 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 | – | Sell |
-1,112
| Closed | -$125K | – | 297 |
|
|
2025
Q1 | $125K | Buy |
+1,112
| New | +$125K | 0.08% | 92 |
|
|
2024
Q4 | – | Sell |
-1,151
| Closed | -$34 | – | 319 |
|
|
2024
Q3 | $34 | Buy |
+1,151
| New | +$34 | ﹤0.01% | 139 |
|
|
2022
Q4 | – | Sell |
-190
| Closed | -$40K | – | 482 |
|
|
2022
Q3 | $40K | Buy |
+190
| New | +$40K | 0.04% | 156 |
|
|
2022
Q2 | – | Sell |
-316
| Closed | -$91K | – | 285 |
|
|
2022
Q1 | $91K | Sell |
316
-1
| -0.3% | -$288 | 0.07% | 92 |
|
|
2021
Q4 | $102K | Buy |
317
+2
| +0.6% | +$644 | 0.07% | 98 |
|
|
2021
Q3 | $91K | Hold |
315
| – | – | 0.07% | 85 |
|
|
2021
Q2 | $90K | Sell |
315
-314
| -50% | -$89.7K | 0.07% | 83 |
|
|
2021
Q1 | $162K | Buy |
629
+1
| +0.2% | +$258 | 0.14% | 59 |
|
|
2020
Q4 | $159K | Buy |
+628
| New | +$159K | 0.15% | 55 |
|