New Perspectives Inc’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 | $797K | Hold |
1,819
| – | – | 0.39% | 17 |
|
|
2025
Q1 | $675K | Hold |
1,819
| – | – | 0.36% | 17 |
|
|
2024
Q4 | $747K | Hold |
1,819
| – | – | 0.4% | 16 |
|
|
2024
Q3 | $698K | Hold |
1,819
| – | – | 0.37% | 16 |
|
|
2024
Q2 | $680K | Hold |
1,819
| – | – | 0.36% | 14 |
|
|
2024
Q1 | $626K | Buy |
+1,819
| New | +$626K | 0.35% | 14 |
|
|
2022
Q4 | $389K | Buy |
1,824
+5
| +0.3% | +$1.07K | 0.3% | 17 |
|
|
2022
Q3 | $389K | Hold |
1,819
| – | – | 0.33% | 15 |
|
|
2022
Q2 | $405K | Hold |
1,819
| – | – | 0.33% | 16 |
|
|
2022
Q1 | $523K | Hold |
1,819
| – | – | 0.38% | 16 |
|
|
2021
Q4 | $584K | Hold |
1,819
| – | – | 0.41% | 16 |
|
|
2021
Q3 | $528K | Hold |
1,819
| – | – | 0.39% | 16 |
|
|
2021
Q2 | $522K | Buy |
+1,819
| New | +$522K | 0.41% | 16 |
|