McDonald 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 | $328K | Buy |
748
+3
| +0.4% | +$1.32K | 0.08% | 205 |
|
|
2025
Q1 | $276K | Buy |
745
+56
| +8% | +$20.8K | 0.07% | 207 |
|
|
2024
Q4 | $283K | Hold |
689
| – | – | 0.07% | 204 |
|
|
2024
Q3 | $265K | Buy |
689
+35
| +5% | +$13.4K | 0.07% | 210 |
|
|
2024
Q2 | $245K | Hold |
654
| – | – | 0.07% | 218 |
|
|
2024
Q1 | $225K | Sell |
654
-96
| -13% | -$33K | 0.06% | 219 |
|
|
2023
Q4 | $233K | Hold |
750
| – | – | 0.07% | 213 |
|
|
2023
Q3 | $204K | Sell |
750
-706
| -48% | -$192K | 0.07% | 215 |
|
|
2023
Q2 | $412K | Hold |
1,456
| – | – | 0.13% | 168 |
|
|
2023
Q1 | $363K | Hold |
1,456
| – | – | 0.12% | 176 |
|
|
2022
Q4 | $310K | Hold |
1,456
| – | – | 0.11% | 184 |
|
|
2022
Q3 | $312K | Sell |
1,456
-2,212
| -60% | -$474K | 0.12% | 174 |
|
|
2022
Q2 | $818K | Hold |
3,668
| – | – | 0.21% | 130 |
|
|
2022
Q1 | $1.06M | Buy |
3,668
+2,862
| +355% | +$823K | 0.23% | 122 |
|
|
2021
Q4 | $259K | Sell |
806
-2,862
| -78% | -$918K | 0.24% | 61 |
|
|
2021
Q3 | $1.06M | Sell |
3,668
-49
| -1% | -$14.2K | 0.25% | 114 |
|
|
2021
Q2 | $1.07M | Hold |
3,717
| – | – | 0.25% | 114 |
|
|
2021
Q1 | $955K | Buy |
3,717
+23
| +0.6% | +$5.91K | 0.25% | 115 |
|
|
2020
Q4 | $936K | Buy |
+3,694
| New | +$936K | 0.26% | 106 |
|