Moneywise Inc’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 | $2.49M | Buy |
5,672
+4,836
| +578% | +$2.12M | 1.17% | 24 |
|
|
2025
Q1 | $310K | Buy |
836
+1
| +0.1% | +$371 | 0.16% | 50 |
|
|
2024
Q4 | $343K | Sell |
835
-49
| -6% | -$20.1K | 0.17% | 44 |
|
|
2024
Q3 | $339K | Buy |
884
+8
| +0.9% | +$3.07K | 0.17% | 50 |
|
|
2024
Q2 | $328K | Hold |
876
| – | – | 0.17% | 48 |
|
|
2024
Q1 | $302K | Buy |
876
+1
| +0.1% | +$344 | 0.16% | 54 |
|
|
2023
Q4 | $272K | Sell |
875
-68
| -7% | -$21.1K | 0.16% | 46 |
|
|
2023
Q3 | $257K | Buy |
943
+1
| +0.1% | +$272 | 0.16% | 44 |
|
|
2023
Q2 | $267K | Buy |
942
+1
| +0.1% | +$283 | 0.17% | 43 |
|
|
2023
Q1 | $235K | Buy |
941
+2
| +0.2% | +$499 | 0.15% | 46 |
|
|
2022
Q4 | $200K | Buy |
939
+2
| +0.2% | +$426 | 0.15% | 48 |
|
|
2022
Q3 | $200K | Buy |
937
+2
| +0.2% | +$427 | 0.16% | 48 |
|
|
2022
Q2 | $208K | Buy |
935
+1
| +0.1% | +$222 | 0.16% | 48 |
|
|
2022
Q1 | $269K | Buy |
934
+1
| +0.1% | +$288 | 0.18% | 41 |
|
|
2021
Q4 | $299K | Buy |
933
+1
| +0.1% | +$320 | 0.19% | 40 |
|
|
2021
Q3 | $270K | Buy |
932
+1
| +0.1% | +$290 | 0.18% | 42 |
|
|
2021
Q2 | $267K | Buy |
931
+2
| +0.2% | +$574 | 0.18% | 41 |
|
|
2021
Q1 | $239K | Buy |
929
+1
| +0.1% | +$257 | 0.16% | 45 |
|
|
2020
Q4 | $235K | Sell |
928
-74
| -7% | -$18.7K | 0.17% | 43 |
|
|
2020
Q3 | $228K | Buy |
1,002
+2
| +0.2% | +$455 | 0.18% | 41 |
|
|
2020
Q2 | $202K | Buy |
+1,000
| New | +$202K | 0.16% | 42 |
|
|
2017
Q4 | – | Sell |
-1,592
| Closed | -$211K | – | 41 |
|
|
2017
Q3 | $211K | Sell |
1,592
-15
| -0.9% | -$1.99K | 0.17% | 38 |
|
|
2017
Q2 | $204K | Buy |
+1,607
| New | +$204K | 0.17% | 38 |
|