NJIM
Nabity-Jensen Investment Management’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.6M | Sell |
24,279
-251
| -1% | -$110K | 7.85% | 3 |
|
2025
Q1 | $9.1M | Sell |
24,530
-319
| -1% | -$118K | 7.23% | 3 |
|
2024
Q4 | $10.2M | Sell |
24,849
-35
| -0.1% | -$14.4K | 7.7% | 3 |
|
2024
Q3 | $9.55M | Sell |
24,884
-483
| -2% | -$185K | 7.31% | 3 |
|
2024
Q2 | $9.49M | Sell |
25,367
-16
| -0.1% | -$5.98K | 7.76% | 3 |
|
2024
Q1 | $8.74M | Sell |
25,383
-198
| -0.8% | -$68.2K | 7.19% | 3 |
|
2023
Q4 | $7.95M | Buy |
+25,581
| New | +$7.95M | 7.15% | 3 |
|