Melfa Wealth Management’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 | $318K | Sell |
725
-100
| -12% | -$43.8K | 0.2% | 120 |
|
2025
Q1 | $306K | Hold |
825
| – | – | 0.21% | 118 |
|
2024
Q4 | $338K | Sell |
825
-50
| -6% | -$20.5K | 0.23% | 109 |
|
2024
Q3 | $336K | Buy |
875
+105
| +14% | +$40.3K | 0.22% | 112 |
|
2024
Q2 | $288K | Hold |
770
| – | – | 0.2% | 119 |
|
2024
Q1 | $265K | Buy |
+770
| New | +$265K | 0.19% | 119 |
|