Oak Harvest Investment 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 | $12.4M | Buy |
28,227
+1,234
| +5% | +$541K | 1.55% | 14 |
|
|
2025
Q1 | $10M | Buy |
26,993
+2,005
| +8% | +$744K | 1.4% | 21 |
|
|
2024
Q4 | $10.3M | Buy |
24,988
+4,676
| +23% | +$1.92M | 1.43% | 18 |
|
|
2024
Q3 | $7.8M | Buy |
20,312
+3,260
| +19% | +$1.25M | 1.12% | 33 |
|
|
2024
Q2 | $6.38M | Buy |
17,052
+3,005
| +21% | +$1.12M | 0.99% | 40 |
|
|
2024
Q1 | $4.83M | Buy |
14,047
+1,970
| +16% | +$678K | 0.79% | 43 |
|
|
2023
Q4 | $3.75M | Buy |
12,077
+3,693
| +44% | +$1.15M | 0.75% | 45 |
|
|
2023
Q3 | $2.28M | Buy |
8,384
+4,854
| +138% | +$1.32M | 0.48% | 53 |
|
|
2023
Q2 | $999K | Buy |
3,530
+2,679
| +315% | +$758K | 0.22% | 63 |
|
|
2023
Q1 | $212K | Buy |
+851
| New | +$212K | 0.05% | 103 |
|