Olistico 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 | $18.5M | Buy |
42,277
+3,661
| +9% | +$1.6M | 10.29% | 1 |
|
|
2025
Q1 | $15.1M | Sell |
38,616
-1,702
| -4% | -$665K | 9.32% | 1 |
|
|
2024
Q4 | $16.5M | Buy |
40,318
+2,452
| +6% | +$1.01M | 9.62% | 1 |
|
|
2024
Q3 | $14.5M | Sell |
37,866
-1,379
| -4% | -$529K | 8.88% | 1 |
|
|
2024
Q2 | $14.7M | Buy |
39,245
+699
| +2% | +$261K | 9.36% | 1 |
|
|
2024
Q1 | $13.3M | Buy |
38,546
+964
| +3% | +$332K | 9.58% | 1 |
|
|
2023
Q4 | $11.7M | Buy |
37,582
+3,663
| +11% | +$1.14M | 9.13% | 2 |
|
|
2023
Q3 | $9.24M | Buy |
33,919
+1,363
| +4% | +$371K | 8.25% | 2 |
|
|
2023
Q2 | $9.21M | Sell |
32,556
-1,479
| -4% | -$418K | 7.88% | 2 |
|
|
2023
Q1 | $8.49M | Buy |
34,035
+3,279
| +11% | +$818K | 8.14% | 2 |
|
|
2022
Q4 | $6.55M | Buy |
+30,756
| New | +$6.55M | 7.09% | 2 |
|