Meridian Wealth 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 | $311K | Sell |
710
-22
| -3% | -$9.65K | 0.05% | 90 |
|
|
2025
Q1 | $271K | Sell |
732
-135
| -16% | -$50.1K | 0.04% | 89 |
|
|
2024
Q4 | $356K | Buy |
867
+276
| +47% | +$113K | 0.05% | 81 |
|
|
2024
Q3 | $227K | Buy |
+591
| New | +$227K | 0.04% | 95 |
|
|
2021
Q2 | – | Sell |
-306
| Closed | -$79K | – | 1236 |
|
|
2021
Q1 | $79K | Sell |
306
-11
| -3% | -$2.84K | 0.02% | 127 |
|
|
2020
Q4 | $80K | Buy |
317
+3
| +1% | +$757 | 0.03% | 107 |
|
|
2020
Q3 | $71K | Sell |
314
-35
| -10% | -$7.91K | 0.04% | 107 |
|
|
2020
Q2 | $71K | Buy |
349
+49
| +16% | +$9.97K | 0.04% | 108 |
|
|
2020
Q1 | $47K | Sell |
300
-146
| -33% | -$22.9K | 0.03% | 127 |
|
|
2019
Q4 | $81K | Buy |
+446
| New | +$81K | 0.05% | 105 |
|