Moulton 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
Q1 | – | Sell |
-8,477
| Closed | -$3.48M | – | 46 |
|
|
2024
Q4 | $3.48M | Buy |
8,477
+67
| +0.8% | +$27.5K | 2.67% | 9 |
|
|
2024
Q3 | $3.22M | Sell |
8,410
-2,170
| -21% | -$832K | 2.69% | 11 |
|
|
2024
Q2 | $4.14M | Buy |
+10,580
| New | +$4.14M | 3.75% | 6 |
|
|
2022
Q1 | – | Sell |
-12,058
| Closed | -$3.83M | – | 23 |
|
|
2021
Q4 | $3.83M | Sell |
12,058
-91
| -0.7% | -$28.9K | 2.8% | 11 |
|
|
2021
Q3 | $3.56M | Buy |
+12,149
| New | +$3.56M | 2.66% | 12 |
|