NFP Retirement 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 | $9.01M | Sell |
20,546
-136
| -0.7% | -$59.6K | 0.6% | 40 |
|
|
2025
Q1 | $7.67M | Sell |
20,682
-1,919
| -8% | -$712K | 0.61% | 32 |
|
|
2024
Q4 | $9.28M | Sell |
22,601
-468
| -2% | -$192K | 0.73% | 28 |
|
|
2024
Q3 | $8.86M | Buy |
23,069
+222
| +1% | +$85.2K | 0.72% | 28 |
|
|
2024
Q2 | $8.54M | Sell |
22,847
-588
| -3% | -$220K | 0.72% | 28 |
|
|
2024
Q1 | $8.07M | Sell |
23,435
-416
| -2% | -$143K | 0.7% | 29 |
|
|
2023
Q4 | $7.41M | Sell |
23,851
-40
| -0.2% | -$12.4K | 1.26% | 20 |
|
|
2023
Q3 | $6.51M | Buy |
23,891
+202
| +0.9% | +$55K | 1.24% | 21 |
|
|
2023
Q2 | $6.7M | Buy |
23,689
+1,005
| +4% | +$284K | 1.25% | 21 |
|
|
2023
Q1 | $5.66M | Sell |
22,684
-360
| -2% | -$89.8K | 1.13% | 22 |
|
|
2022
Q4 | $4.91M | Buy |
23,044
+643
| +3% | +$137K | 1.08% | 23 |
|
|
2022
Q3 | $4.79M | Sell |
22,401
-1,231
| -5% | -$263K | 1.18% | 27 |
|
|
2022
Q2 | $5.27M | Sell |
23,632
-95
| -0.4% | -$21.2K | 1.34% | 20 |
|
|
2022
Q1 | $6.82M | Buy |
+23,727
| New | +$6.82M | 1.62% | 11 |
|