Novak & Powell Financial Services’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 | $8.99M | Sell |
20,502
-5,914
| -22% | -$2.59M | 6.24% | 1 |
|
|
2025
Q1 | $9.8M | Sell |
26,416
-687
| -3% | -$255K | 6.09% | 1 |
|
|
2024
Q4 | $11.1M | Sell |
27,103
-1,847
| -6% | -$758K | 6.62% | 1 |
|
|
2024
Q3 | $11.1M | Buy |
28,950
+1,296
| +5% | +$498K | 6.44% | 1 |
|
|
2024
Q2 | $10.3M | Sell |
27,654
-6,957
| -20% | -$2.6M | 6.42% | 1 |
|
|
2024
Q1 | $8M | Buy |
34,611
+6,687
| +24% | +$1.55M | 5.98% | 1 |
|
|
2023
Q4 | $8.65M | Buy |
+27,924
| New | +$8.65M | 5.77% | 1 |
|