Means Investment Company’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
$758K Buy
1,729
+18
+1% +$7.89K 0.07% 103
2025
Q1
$634K Sell
1,711
-75
-4% -$27.8K 0.07% 111
2024
Q4
$733K Buy
1,786
+2
+0.1% +$821 0.08% 110
2024
Q3
$685K Buy
1,784
+3
+0.2% +$1.15K 0.08% 111
2024
Q2
$666K Hold
1,781
0.08% 107
2024
Q1
$613K Buy
1,781
+189
+12% +$65K 0.08% 117
2023
Q4
$495K Buy
1,592
+2
+0.1% +$622 0.07% 124
2023
Q3
$433K Buy
1,590
+263
+20% +$71.6K 0.07% 130
2023
Q2
$375K Buy
1,327
+2
+0.2% +$566 0.06% 141
2023
Q1
$331K Buy
1,325
+2
+0.2% +$499 0.06% 148
2022
Q4
$282K Buy
1,323
+3
+0.2% +$639 0.06% 159
2022
Q3
$283K Buy
1,320
+2
+0.2% +$429 0.06% 153
2022
Q2
$294K Buy
1,318
+1
+0.1% +$223 0.06% 155
2022
Q1
$379K Buy
1,317
+2
+0.2% +$576 0.07% 138
2021
Q4
$422K Buy
1,315
+1
+0.1% +$321 0.07% 128
2021
Q3
$381K Buy
1,314
+2
+0.2% +$580 0.08% 134
2021
Q2
$376K Buy
1,312
+1
+0.1% +$287 0.08% 139
2021
Q1
$337K Buy
1,311
+2
+0.2% +$514 0.08% 138
2020
Q4
$350K Buy
1,309
+2
+0.2% +$535 0.08% 132
2020
Q3
$315K Buy
1,307
+2
+0.2% +$482 0.09% 109
2020
Q2
$285K Buy
1,305
+3
+0.2% +$655 0.09% 116
2020
Q1
$225K Buy
1,302
+2
+0.2% +$346 0.09% 119
2019
Q4
$249K Buy
1,300
+4
+0.3% +$766 0.08% 124
2019
Q3
$223K Buy
1,296
+57
+5% +$9.81K 0.08% 127
2019
Q2
$206K Buy
+1,239
New +$206K 0.08% 131