Panoramic Investment 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 | $4.18M | Buy |
9,530
+1,477
| +18% | +$648K | 2.57% | 6 |
|
|
2025
Q1 | $2.99M | Buy |
8,053
+134
| +2% | +$49.7K | 2.02% | 10 |
|
|
2024
Q4 | $3.25M | Buy |
7,919
+811
| +11% | +$333K | 2.12% | 9 |
|
|
2024
Q3 | $2.73M | Buy |
+7,108
| New | +$2.73M | 1.89% | 13 |
|
|
2024
Q1 | $1.76M | Sell |
5,123
-20
| -0.4% | -$6.88K | 1.3% | 22 |
|
|
2023
Q4 | $1.6M | Sell |
5,143
-357
| -6% | -$111K | 1.38% | 20 |
|
|
2023
Q3 | $1.5M | Buy |
+5,500
| New | +$1.5M | 1.38% | 22 |
|
|
2022
Q4 | $1.23M | Buy |
+5,773
| New | +$1.23M | 1.26% | 21 |
|