Modern Wealth 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 | $1.45M | Buy |
3,300
+590
| +22% | +$259K | 0.04% | 306 |
|
|
2025
Q1 | $1M | Buy |
2,710
+202
| +8% | +$74.9K | 0.03% | 302 |
|
|
2024
Q4 | $1.03M | Buy |
2,508
+769
| +44% | +$316K | 0.04% | 254 |
|
|
2024
Q3 | $668K | Buy |
1,739
+203
| +13% | +$78K | 0.04% | 206 |
|
|
2024
Q2 | $574K | Buy |
1,536
+475
| +45% | +$178K | 0.04% | 199 |
|
|
2024
Q1 | $365K | Buy |
+1,061
| New | +$365K | 0.03% | 213 |
|