MFC
Morris Financial Concepts’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.4K | Sell |
156
-6
| -4% | -$2.63K | 0.03% | 150 |
|
|
2025
Q1 | $60.1K | Hold |
162
| – | – | 0.03% | 149 |
|
|
2024
Q4 | $66.5K | Hold |
162
| – | – | 0.03% | 140 |
|
|
2024
Q3 | $62.2K | Buy |
162
+137
| +548% | +$52.6K | 0.03% | 145 |
|
|
2024
Q2 | $9.35K | Hold |
25
| – | – | ﹤0.01% | 138 |
|
|
2024
Q1 | $8.61K | Hold |
25
| – | – | ﹤0.01% | 137 |
|
|
2023
Q4 | $7.77K | Sell |
25
-16
| -39% | -$4.97K | ﹤0.01% | 137 |
|
|
2023
Q3 | $11.2K | Hold |
41
| – | – | 0.01% | 124 |
|
|
2023
Q2 | $11.6K | Hold |
41
| – | – | 0.01% | 127 |
|
|
2023
Q1 | $10.2K | Hold |
41
| – | – | 0.01% | 126 |
|
|
2022
Q4 | $8.74K | Buy |
41
+28
| +215% | +$5.97K | 0.01% | 119 |
|
|
2022
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 106 |
|
|
2022
Q2 | $3K | Sell |
13
-310
| -96% | -$71.5K | ﹤0.01% | 114 |
|
|
2022
Q1 | $93K | Buy |
323
+310
| +2,385% | +$89.3K | 0.08% | 81 |
|
|
2021
Q4 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 97 |
|