Petix & Botte Financial’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 | $10.3M | Buy |
23,555
+44
| +0.2% | +$19.3K | 2.53% | 14 |
|
|
2025
Q1 | $8.72M | Sell |
23,511
-894
| -4% | -$332K | 2.3% | 14 |
|
|
2024
Q4 | $10M | Sell |
24,405
-1,935
| -7% | -$794K | 2.63% | 11 |
|
|
2024
Q3 | $10.1M | Sell |
26,340
-405
| -2% | -$155K | 2.69% | 11 |
|
|
2024
Q2 | $10M | Sell |
26,745
-27,528
| -51% | -$10.3M | 2.83% | 11 |
|
|
2024
Q1 | $18.7M | Buy |
54,273
+26,421
| +95% | +$9.09M | 4.64% | 1 |
|
|
2023
Q4 | $8.66M | Sell |
27,852
-1,245
| -4% | -$387K | 2.55% | 11 |
|
|
2023
Q3 | $7.92M | Sell |
29,097
-573
| -2% | -$156K | 2.5% | 12 |
|
|
2023
Q2 | $8.4M | Buy |
29,670
+14,570
| +96% | +$4.12M | 2.61% | 11 |
|
|
2023
Q1 | $3.77M | Buy |
+15,100
| New | +$3.77M | 2.54% | 11 |
|
|
2022
Q3 | $3.32M | Sell |
15,493
-226
| -1% | -$48.4K | 2.52% | 14 |
|
|
2022
Q2 | $3.5M | Sell |
15,719
-16,653
| -51% | -$3.71M | 2.58% | 12 |
|
|
2022
Q1 | $9.31M | Buy |
32,372
+15,410
| +91% | +$4.43M | 2.87% | 11 |
|
|
2021
Q4 | $5.44M | Sell |
16,962
-25,116
| -60% | -$8.06M | 3.46% | 9 |
|
|
2021
Q3 | $12.2M | Buy |
42,078
+18,095
| +75% | +$5.25M | 4.14% | 9 |
|
|
2021
Q2 | $6.88M | Sell |
23,983
-1,937
| -7% | -$556K | 4.8% | 7 |
|
|
2021
Q1 | $6.66M | Sell |
25,920
-947
| -4% | -$243K | 4.92% | 5 |
|
|
2020
Q4 | $6.81M | Sell |
26,867
-1,796
| -6% | -$455K | 5.09% | 4 |
|
|
2020
Q3 | $6.52M | Sell |
28,663
-32,430
| -53% | -$7.38M | 5.2% | 4 |
|
|
2020
Q2 | $6.18M | Buy |
61,093
+29,873
| +96% | +$3.02M | 5.09% | 4 |
|
|
2020
Q1 | $4.89M | Sell |
31,220
-3,261
| -9% | -$511K | 4.76% | 4 |
|
|
2019
Q4 | $6.28M | Buy |
+34,481
| New | +$6.28M | 4.94% | 3 |
|