Meridian Financial’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 | $701K | Buy |
1,599
+19
| +1% | +$8.33K | 0.45% | 48 |
|
|
2025
Q1 | $586K | Buy |
1,580
+16
| +1% | +$5.93K | 0.41% | 48 |
|
|
2024
Q4 | $642K | Buy |
1,564
+57
| +4% | +$23.4K | 0.44% | 45 |
|
|
2024
Q3 | $579K | Hold |
1,507
| – | – | 0.39% | 52 |
|
|
2024
Q2 | $564K | Buy |
1,507
+196
| +15% | +$73.3K | 0.41% | 53 |
|
|
2024
Q1 | $451K | Buy |
1,311
+39
| +3% | +$13.4K | 0.34% | 57 |
|
|
2023
Q4 | $395K | Buy |
1,272
+222
| +21% | +$69K | 0.31% | 62 |
|
|
2023
Q3 | $286K | Buy |
1,050
+20
| +2% | +$5.45K | 0.27% | 72 |
|
|
2023
Q2 | $291K | Hold |
1,030
| – | – | 0.26% | 77 |
|
|
2023
Q1 | $257K | Hold |
1,030
| – | – | 0.25% | 77 |
|
|
2022
Q4 | $220K | Buy |
+1,030
| New | +$220K | 0.23% | 85 |
|
|
2022
Q2 | – | Sell |
-837
| Closed | -$241K | – | 98 |
|
|
2022
Q1 | $241K | Hold |
837
| – | – | 0.25% | 79 |
|
|
2021
Q4 | $269K | Buy |
+837
| New | +$269K | 0.25% | 74 |
|