Philip James Wealth Mangement’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 | $236K | Buy |
+539
| New | +$236K | 0.03% | 152 |
|
|
2025
Q1 | – | Sell |
-667
| Closed | -$274K | – | 189 |
|
|
2024
Q4 | $274K | Buy |
667
+1
| +0.2% | +$410 | 0.04% | 141 |
|
|
2024
Q3 | $256K | Hold |
666
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $249K | Sell |
666
-2
| -0.3% | -$748 | 0.17% | 58 |
|
|
2024
Q1 | $230K | Sell |
668
-50
| -7% | -$17.2K | 0.16% | 66 |
|
|
2023
Q4 | $223K | Buy |
+718
| New | +$223K | 0.17% | 67 |
|