Peterson Wealth 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 | $26.4M | Sell |
60,310
-1,464
| -2% | -$642K | 7.24% | 1 |
|
|
2025
Q1 | $22.9M | Buy |
61,774
+28,360
| +85% | +$10.5M | 7.1% | 1 |
|
|
2024
Q4 | $13.7M | Sell |
33,414
-1,165
| -3% | -$478K | 4.12% | 4 |
|
|
2024
Q3 | $13.3M | Sell |
34,579
-3,286
| -9% | -$1.26M | 4.24% | 3 |
|
|
2024
Q2 | $14.2M | Sell |
37,865
-2,725
| -7% | -$1.02M | 4.95% | 3 |
|
|
2024
Q1 | $14M | Sell |
40,590
-3,301
| -8% | -$1.14M | 5.09% | 3 |
|
|
2023
Q4 | $13.6M | Buy |
+43,891
| New | +$13.6M | 5.85% | 2 |
|
|
2023
Q3 | – | Sell |
-49,558
| Closed | -$14M | – | 90 |
|
|
2023
Q2 | $14M | Buy |
49,558
+41,679
| +529% | +$11.8M | 6.73% | 2 |
|
|
2023
Q1 | $1.97M | Buy |
7,879
+184
| +2% | +$45.9K | 1.01% | 36 |
|
|
2022
Q4 | $1.64M | Sell |
7,695
-61
| -0.8% | -$13K | 0.94% | 37 |
|
|
2022
Q3 | $1.66M | Sell |
7,756
-98
| -1% | -$21K | 1.18% | 34 |
|
|
2022
Q2 | $1.75M | Sell |
7,854
-887
| -10% | -$198K | 1.26% | 33 |
|
|
2022
Q1 | $2.51M | Buy |
8,741
+618
| +8% | +$178K | 1.55% | 25 |
|
|
2021
Q4 | $2.61M | Buy |
+8,123
| New | +$2.61M | 1.73% | 20 |
|