Personal CFO Solutions’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 | – | Sell |
-1,779
| Closed | -$660K | – | 512 |
|
|
2025
Q1 | $660K | Buy |
1,779
+725
| +69% | +$269K | 0.13% | 170 |
|
|
2024
Q4 | $433K | Buy |
1,054
+366
| +53% | +$150K | 0.09% | 229 |
|
|
2024
Q3 | $264K | Buy |
688
+81
| +13% | +$31.1K | 0.04% | 460 |
|
|
2024
Q2 | $227K | Buy |
607
+17
| +3% | +$6.36K | 0.03% | 465 |
|
|
2024
Q1 | $203K | Buy |
+590
| New | +$203K | 0.03% | 526 |
|