New England Capital Financial 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 | – | Sell |
-95
| Closed | -$35.4K | – | 403 |
|
2025
Q1 | $35.4K | Hold |
95
| – | – | 0.02% | 134 |
|
2024
Q4 | $39.2K | Hold |
95
| – | – | 0.02% | 125 |
|
2024
Q3 | $36.6K | Hold |
95
| – | – | 0.02% | 134 |
|
2024
Q2 | $35.7K | Hold |
95
| – | – | 0.02% | 131 |
|
2024
Q1 | $32.8K | Hold |
95
| – | – | 0.02% | 137 |
|
2023
Q4 | $29.7K | Hold |
95
| – | – | 0.02% | 139 |
|
2023
Q3 | $26K | Hold |
95
| – | – | 0.02% | 146 |
|
2023
Q2 | $27K | Hold |
95
| – | – | 0.02% | 145 |
|
2023
Q1 | $23.8K | Sell |
95
-81
| -46% | -$20.3K | 0.02% | 166 |
|
2022
Q4 | $40.1K | Buy |
+176
| New | +$40.1K | 0.03% | 136 |
|