Portside Wealth Group’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
$496K Sell
1,131
-189
-14% -$82.9K 0.07% 246
2025
Q1
$489K Sell
1,320
-233
-15% -$86.4K 0.08% 229
2024
Q4
$637K Buy
1,553
+643
+71% +$264K 0.11% 195
2024
Q3
$349K Sell
910
-15
-2% -$5.76K 0.06% 278
2024
Q2
$346K Buy
925
+31
+3% +$11.6K 0.07% 252
2024
Q1
$308K Sell
894
-1,377
-61% -$474K 0.06% 272
2023
Q4
$706K Buy
2,271
+882
+63% +$274K 0.13% 171
2023
Q3
$380K Buy
1,389
+606
+77% +$166K 0.07% 225
2023
Q2
$222K Buy
+783
New +$222K 0.04% 301