MGO Private Wealth’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 | $289K | Hold |
659
| – | – | 0.19% | 52 |
|
2025
Q1 | $244K | Hold |
659
| – | – | 0.17% | 50 |
|
2024
Q4 | $270K | Hold |
659
| – | – | 0.19% | 51 |
|
2024
Q3 | $253K | Sell |
659
-18,107
| -96% | -$6.95M | 0.18% | 51 |
|
2024
Q2 | $7.02M | Sell |
18,766
-610
| -3% | -$228K | 4.41% | 5 |
|
2024
Q1 | $6.67M | Sell |
19,376
-1,546
| -7% | -$532K | 4.18% | 7 |
|
2023
Q4 | $6.5M | Buy |
20,922
+143
| +0.7% | +$44.5K | 4.47% | 7 |
|
2023
Q3 | $5.66M | Buy |
20,779
+2,495
| +14% | +$679K | 4.22% | 7 |
|
2023
Q2 | $5.17M | Buy |
18,284
+11,127
| +155% | +$3.15M | 3.89% | 8 |
|
2023
Q1 | $1.79M | Buy |
+7,157
| New | +$1.79M | 1.4% | 19 |
|