Morris Financial Concepts’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.4K | Sell |
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|
2025
Q1 | $60.1K | Hold |
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|
2024
Q4 | $66.5K | Hold |
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|
2024
Q3 | $62.2K | Buy |
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|
2024
Q2 | $9.35K | Hold |
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|
2024
Q1 | $8.61K | Hold |
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|
2023
Q4 | $7.77K | Sell |
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|
2023
Q3 | $11.2K | Hold |
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|
2023
Q2 | $11.6K | Hold |
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|
2023
Q1 | $10.2K | Hold |
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|
2022
Q4 | $8.74K | Buy |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $93K | Buy |
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|
2021
Q4 | $4K | Buy |
|