Nadler Financial Group’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 | $65.2M | Sell |
148,666
-4,569
| -3% | -$2M | 6.67% | 4 |
|
|
2025
Q1 | $56.8M | Sell |
153,235
-8,086
| -5% | -$3M | 6.29% | 5 |
|
|
2024
Q4 | $66.2M | Buy |
161,321
+1,231
| +0.8% | +$505K | 6.97% | 4 |
|
|
2024
Q3 | $61.5M | Sell |
160,090
-287
| -0.2% | -$110K | 6.78% | 4 |
|
|
2024
Q2 | $60M | Buy |
160,377
+948
| +0.6% | +$355K | 7.05% | 4 |
|
|
2024
Q1 | $54.9M | Sell |
159,429
-2,101
| -1% | -$723K | 6.77% | 4 |
|
|
2023
Q4 | $50.2M | Buy |
161,530
+2,390
| +2% | +$743K | 6.76% | 4 |
|
|
2023
Q3 | $43.3M | Buy |
159,140
+880
| +0.6% | +$240K | 6.56% | 4 |
|
|
2023
Q2 | $44.8M | Buy |
158,260
+15,420
| +11% | +$4.36M | 6.55% | 4 |
|
|
2023
Q1 | $35.6M | Buy |
142,840
+13,048
| +10% | +$3.25M | 5.67% | 7 |
|
|
2022
Q4 | $27.7M | Buy |
129,792
+20,957
| +19% | +$4.47M | 4.83% | 9 |
|
|
2022
Q3 | $23.3M | Buy |
108,835
+779
| +0.7% | +$167K | 4.43% | 10 |
|
|
2022
Q2 | $24.1M | Buy |
108,056
+1,237
| +1% | +$276K | 4.43% | 10 |
|
|
2022
Q1 | $30.7M | Sell |
106,819
-604
| -0.6% | -$174K | 4.81% | 10 |
|
|
2021
Q4 | $34.5M | Buy |
107,423
+943
| +0.9% | +$303K | 5.09% | 8 |
|
|
2021
Q3 | $30.9M | Sell |
106,480
-7,365
| -6% | -$2.14M | 5.04% | 8 |
|
|
2021
Q2 | $32.7M | Sell |
113,845
-1,760
| -2% | -$505K | 5.35% | 7 |
|
|
2021
Q1 | $29.7M | Sell |
115,605
-1,344
| -1% | -$345K | 5.31% | 7 |
|
|
2020
Q4 | $29.6M | Sell |
116,949
-3,895
| -3% | -$987K | 5.66% | 6 |
|
|
2020
Q3 | $27.5M | Sell |
120,844
-1,441
| -1% | -$328K | 6.1% | 6 |
|
|
2020
Q2 | $24.7M | Buy |
122,285
+15
| +0% | +$3.03K | 6.18% | 6 |
|
|
2020
Q1 | $19.2M | Sell |
122,270
-2,221
| -2% | -$348K | 5.89% | 6 |
|
|
2019
Q4 | $22.7M | Sell |
124,491
-1,097
| -0.9% | -$200K | 5.6% | 7 |
|
|
2019
Q3 | $20.9M | Sell |
125,588
-1,438
| -1% | -$239K | 5.82% | 7 |
|
|
2019
Q2 | $20.8M | Buy |
127,026
+1,876
| +1% | +$307K | 6% | 7 |
|
|
2019
Q1 | $19.6M | Sell |
125,150
-35,335
| -22% | -$5.53M | 6.24% | 7 |
|
|
2018
Q4 | $21.6M | Sell |
160,485
-11,899
| -7% | -$1.6M | 7.07% | 6 |
|
|
2018
Q3 | $27.8M | Sell |
172,384
-8,072
| -4% | -$1.3M | 7.51% | 6 |
|
|
2018
Q2 | $27M | Buy |
180,456
+5,874
| +3% | +$880K | 7.65% | 6 |
|
|
2018
Q1 | $24.8M | Buy |
174,582
+2,592
| +2% | +$368K | 7.63% | 6 |
|
|
2017
Q4 | $24.2M | Buy |
171,990
+3,916
| +2% | +$551K | 7.38% | 5 |
|
|
2017
Q3 | $22.3M | Buy |
168,074
+6,318
| +4% | +$839K | 7.35% | 6 |
|
|
2017
Q2 | $20.6M | Buy |
161,756
+1,498
| +0.9% | +$190K | 7% | 6 |
|
|
2017
Q1 | $19.5M | Buy |
160,258
+9,513
| +6% | +$1.16M | 6.8% | 6 |
|
|
2016
Q4 | $16.8M | Buy |
150,745
+20,239
| +16% | +$2.26M | 6.23% | 6 |
|
|
2016
Q3 | $14.7M | Buy |
130,506
+11,094
| +9% | +$1.25M | 5.77% | 7 |
|
|
2016
Q2 | $12.8M | Buy |
119,412
+10,900
| +10% | +$1.17M | 5.4% | 7 |
|
|
2016
Q1 | $11.6M | Buy |
108,512
+12,955
| +14% | +$1.38M | 5.05% | 7 |
|
|
2015
Q4 | $10.2M | Buy |
95,557
+24,811
| +35% | +$2.64M | 4.59% | 7 |
|
|
2015
Q3 | $7.1M | Buy |
70,746
+39,667
| +128% | +$3.98M | 3.55% | 8 |
|
|
2015
Q2 | $3.33M | Buy |
31,079
+19,739
| +174% | +$2.11M | 1.57% | 12 |
|
|
2015
Q1 | $1.19M | Buy |
11,340
+6,060
| +115% | +$634K | 0.57% | 19 |
|
|
2014
Q4 | $551K | Buy |
+5,280
| New | +$551K | 0.29% | 35 |
|