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 |
|