Oxford Financial Group’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 | $1.32M | Buy |
3,008
+15
| +0.5% | +$6.58K | 0.08% | 69 |
|
|
2025
Q1 | $1.11M | Buy |
2,993
+144
| +5% | +$53.4K | 0.08% | 75 |
|
|
2024
Q4 | $1.17M | Sell |
2,849
-16
| -0.6% | -$6.57K | 0.08% | 83 |
|
|
2024
Q3 | $1.1M | Buy |
2,865
+974
| +52% | +$374K | 0.07% | 87 |
|
|
2024
Q2 | $707K | Buy |
1,891
+274
| +17% | +$102K | 0.05% | 116 |
|
|
2024
Q1 | $557K | Buy |
1,617
+700
| +76% | +$241K | 0.04% | 121 |
|
|
2023
Q4 | $285K | Buy |
917
+125
| +16% | +$38.9K | 0.02% | 188 |
|
|
2023
Q3 | $216K | Hold |
792
| – | – | 0.02% | 207 |
|
|
2023
Q2 | $224K | Sell |
792
-37
| -4% | -$10.5K | 0.02% | 212 |
|
|
2023
Q1 | $207K | Buy |
829
+53
| +7% | +$13.2K | 0.02% | 185 |
|
|
2022
Q4 | $165K | Hold |
776
| – | – | 0.02% | 190 |
|
|
2022
Q3 | $166K | Hold |
776
| – | – | 0.03% | 172 |
|
|
2022
Q2 | $173K | Hold |
776
| – | – | 0.03% | 186 |
|
|
2022
Q1 | $223K | Hold |
776
| – | – | 0.03% | 180 |
|
|
2021
Q4 | $249K | Hold |
776
| – | – | 0.03% | 175 |
|
|
2021
Q3 | $225K | Hold |
776
| – | – | 0.03% | 170 |
|
|
2021
Q2 | $223K | Sell |
776
-881
| -53% | -$253K | 0.03% | 167 |
|
|
2021
Q1 | $426K | Hold |
1,657
| – | – | 0.06% | 119 |
|
|
2020
Q4 | $420K | Hold |
1,657
| – | – | 0.06% | 121 |
|
|
2020
Q3 | $377K | Hold |
1,657
| – | – | 0.06% | 116 |
|
|
2020
Q2 | $335K | Hold |
1,657
| – | – | 0.06% | 114 |
|
|
2020
Q1 | $260K | Hold |
1,657
| – | – | 0.05% | 130 |
|
|
2019
Q4 | $302K | Hold |
1,657
| – | – | 0.08% | 51 |
|
|
2019
Q3 | $276K | Hold |
1,657
| – | – | 0.09% | 48 |
|
|
2019
Q2 | $271K | Hold |
1,657
| – | – | 0.09% | 47 |
|
|
2019
Q1 | $259K | Buy |
+1,657
| New | +$259K | 0.09% | 47 |
|