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 |
|