Midland Wealth Advisors’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 | $417K | Buy |
952
+241
| +34% | +$106K | 0.02% | 129 |
|
|
2025
Q1 | $264K | Sell |
711
-124
| -15% | -$46K | 0.02% | 163 |
|
|
2024
Q4 | $343K | Sell |
835
-10
| -1% | -$4.1K | 0.02% | 151 |
|
|
2024
Q3 | $324K | Sell |
845
-84
| -9% | -$32.3K | 0.02% | 161 |
|
|
2024
Q2 | $347K | Buy |
929
+34
| +4% | +$12.7K | 0.02% | 157 |
|
|
2024
Q1 | $308K | Buy |
+895
| New | +$308K | 0.02% | 163 |
|