Petra Financial 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 | $426K | Sell |
971
-259
| -21% | -$114K | 0.27% | 94 |
|
|
2025
Q1 | $456K | Sell |
1,230
-299
| -20% | -$111K | 0.37% | 61 |
|
|
2024
Q4 | $628K | Sell |
1,529
-595
| -28% | -$244K | 0.43% | 63 |
|
|
2024
Q3 | $815K | Sell |
2,124
-4
| -0.2% | -$1.54K | 0.54% | 52 |
|
|
2024
Q2 | $796K | Sell |
2,128
-89
| -4% | -$33.3K | 0.57% | 54 |
|
|
2024
Q1 | $708K | Hold |
2,217
| – | – | 0.52% | 60 |
|
|
2023
Q4 | $689K | Sell |
2,217
-184
| -8% | -$57.2K | 0.58% | 57 |
|
|
2023
Q3 | $654K | Buy |
+2,401
| New | +$654K | 0.55% | 58 |
|
|
2023
Q2 | – | Sell |
-1,968
| Closed | -$491K | – | 130 |
|
|
2023
Q1 | $491K | Sell |
1,968
-759
| -28% | -$189K | 0.49% | 40 |
|
|
2022
Q4 | $581K | Buy |
+2,727
| New | +$581K | 0.64% | 44 |
|