Moser Wealth Advisors’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 | $382K | Hold |
871
| – | – | 0.18% | 72 |
|
|
2025
Q1 | $323K | Buy |
871
+251
| +40% | +$93.1K | 0.17% | 74 |
|
|
2024
Q4 | $254K | Buy |
620
+50
| +9% | +$20.5K | 0.13% | 70 |
|
|
2024
Q3 | $219K | Hold |
570
| – | – | 0.11% | 76 |
|
|
2024
Q2 | $213K | Buy |
570
+95
| +20% | +$35.5K | 0.12% | 74 |
|
|
2024
Q1 | $163K | Buy |
475
+275
| +138% | +$94.7K | 0.09% | 77 |
|
|
2023
Q4 | $62.2K | Hold |
200
| – | – | 0.04% | 92 |
|
|
2023
Q3 | $54.5K | Buy |
+200
| New | +$54.5K | 0.04% | 86 |
|