National Wealth Management 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
Q1 | $507K | Sell |
1,367
-172
| -11% | -$63.8K | 0.33% | 70 |
|
|
2024
Q4 | $632K | Sell |
1,539
-96
| -6% | -$39.4K | 0.42% | 53 |
|
|
2024
Q3 | $628K | Buy |
1,635
+156
| +11% | +$59.9K | 0.43% | 53 |
|
|
2024
Q2 | $553K | Buy |
1,479
+290
| +24% | +$108K | 0.42% | 54 |
|
|
2024
Q1 | $409K | Sell |
1,189
-65
| -5% | -$22.4K | 0.32% | 83 |
|
|
2023
Q4 | $390K | Sell |
1,254
-33
| -3% | -$10.3K | 0.38% | 82 |
|
|
2023
Q3 | $350K | Sell |
1,287
-84
| -6% | -$22.9K | 0.38% | 86 |
|
|
2023
Q2 | $385K | Sell |
1,371
-28
| -2% | -$7.87K | 0.4% | 82 |
|
|
2023
Q1 | $355K | Sell |
1,399
-830
| -37% | -$211K | 0.41% | 81 |
|
|
2022
Q4 | $475K | Sell |
2,229
-169
| -7% | -$36K | 0.57% | 50 |
|
|
2022
Q3 | $513K | Buy |
2,398
+1,288
| +116% | +$276K | 0.67% | 37 |
|
|
2022
Q2 | $247K | Hold |
1,110
| – | – | 0.31% | 86 |
|
|
2022
Q1 | $319K | Sell |
1,110
-56
| -5% | -$16.1K | 0.31% | 76 |
|
|
2021
Q4 | $374K | Buy |
+1,166
| New | +$374K | 0.35% | 77 |
|