Noble Family 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
$21.2M Buy
48,361
+3,361
+7% +$1.47M 5.18% 6
2025
Q1
$16.7M Sell
45,000
-5,269
-10% -$1.95M 4.59% 7
2024
Q4
$20.8M Sell
50,269
-1,762
-3% -$730K 5.73% 6
2024
Q3
$20M Sell
52,031
-5,023
-9% -$1.93M 5.37% 7
2024
Q2
$21.3M Sell
57,054
-2,143
-4% -$802K 6.14% 5
2024
Q1
$20.4M Sell
59,197
-5,797
-9% -$2M 5.8% 6
2023
Q4
$20.2M Sell
64,994
-2,299
-3% -$715K 6.12% 5
2023
Q3
$18.3M Sell
67,293
-765
-1% -$208K 6.18% 5
2023
Q2
$19.3M Sell
68,058
-709
-1% -$201K 6.27% 5
2023
Q1
$17.2M Buy
+68,767
New +$17.2M 5.85% 5