North Ridge Wealth 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 | $1.73M | Sell |
3,935
-65
| -2% | -$28.5K | 1.06% | 17 |
|
|
2025
Q1 | $1.48M | Hold |
4,000
| – | – | 0.99% | 17 |
|
|
2024
Q4 | $1.64M | Sell |
4,000
-7
| -0.2% | -$2.87K | 1.14% | 16 |
|
|
2024
Q3 | $1.54M | Sell |
4,007
-110
| -3% | -$42.2K | 1.05% | 18 |
|
|
2024
Q2 | $1.54M | Sell |
4,117
-170
| -4% | -$63.6K | 1.17% | 18 |
|
|
2024
Q1 | $1.48M | Hold |
4,287
| – | – | 1.14% | 17 |
|
|
2023
Q4 | $1.33M | Sell |
4,287
-35
| -0.8% | -$10.9K | 1.11% | 18 |
|
|
2023
Q3 | $1.18M | Sell |
4,322
-18
| -0.4% | -$4.9K | 1.15% | 17 |
|
|
2023
Q2 | $1.23M | Hold |
4,340
| – | – | 1.17% | 17 |
|
|
2023
Q1 | $1.08M | Buy |
+4,340
| New | +$1.08M | 1.08% | 18 |
|