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 |
|