Naviter Wealth’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 | $360K | Sell |
820
-22
| -3% | -$9.66K | 0.04% | 220 |
|
|
2025
Q1 | $312K | Buy |
842
+46
| +6% | +$17.1K | 0.04% | 229 |
|
|
2024
Q4 | $327K | Buy |
796
+31
| +4% | +$12.7K | 0.04% | 232 |
|
|
2024
Q3 | $294K | Buy |
765
+45
| +6% | +$17.3K | 0.04% | 207 |
|
|
2024
Q2 | $270K | Buy |
+720
| New | +$270K | 0.04% | 203 |
|