MSH Capital 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 | $5.28M | Sell |
12,053
-418
| -3% | -$183K | 1.52% | 13 |
|
|
2025
Q1 | $4.62M | Sell |
12,471
-41
| -0.3% | -$15.2K | 1.43% | 16 |
|
|
2024
Q4 | $5.14M | Sell |
12,512
-2,125
| -15% | -$872K | 1.62% | 13 |
|
|
2024
Q3 | $5.62M | Sell |
14,637
-1,528
| -9% | -$587K | 1.72% | 12 |
|
|
2024
Q2 | $6.05M | Buy |
16,165
+95
| +0.6% | +$35.5K | 2.02% | 8 |
|
|
2024
Q1 | $5.53M | Sell |
16,070
-1,588
| -9% | -$547K | 1.94% | 9 |
|
|
2023
Q4 | $5.49M | Sell |
17,658
-1,205
| -6% | -$375K | 2.05% | 6 |
|
|
2023
Q3 | $5.14M | Sell |
18,863
-1,099
| -6% | -$299K | 2.01% | 7 |
|
|
2023
Q2 | $5.65M | Sell |
19,962
-344
| -2% | -$97.3K | 2.07% | 6 |
|
|
2023
Q1 | $5.07M | Sell |
20,306
-312
| -2% | -$77.8K | 2.16% | 7 |
|
|
2022
Q4 | $4.39M | Sell |
20,618
-2,282
| -10% | -$486K | 1.99% | 9 |
|
|
2022
Q3 | $4.9M | Buy |
22,900
+350
| +2% | +$74.9K | 2.41% | 5 |
|
|
2022
Q2 | $5.03M | Buy |
22,550
+2,233
| +11% | +$498K | 2.34% | 5 |
|
|
2022
Q1 | $5.84M | Buy |
20,317
+1,935
| +11% | +$557K | 2.41% | 4 |
|
|
2021
Q4 | $5.9M | Buy |
+18,382
| New | +$5.9M | 2.64% | 4 |
|