Milestone Asset 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 | $329K | Sell |
751
-861
| -53% | -$378K | 0.07% | 170 |
|
|
2025
Q1 | $598K | Buy |
1,612
+640
| +66% | +$237K | 0.13% | 125 |
|
|
2024
Q4 | $399K | Buy |
972
+228
| +31% | +$93.6K | 0.09% | 177 |
|
|
2024
Q3 | $286K | Sell |
744
-186
| -20% | -$71.5K | 0.06% | 179 |
|
|
2024
Q2 | $348K | Buy |
930
+156
| +20% | +$58.4K | 0.09% | 154 |
|
|
2024
Q1 | $267K | Sell |
774
-13
| -2% | -$4.48K | 0.08% | 148 |
|
|
2023
Q4 | $245K | Hold |
787
| – | – | 0.08% | 70 |
|
|
2023
Q3 | $216K | Buy |
+787
| New | +$216K | 0.08% | 79 |
|