Powell Investment 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 | $2.16M | Hold |
4,915
| – | – | 0.81% | 21 |
|
|
2025
Q1 | $1.82M | Buy |
4,915
+2
| +0% | +$742 | 0.89% | 16 |
|
|
2024
Q4 | $2.02M | Buy |
4,913
+2
| +0% | +$821 | 0.93% | 18 |
|
|
2024
Q3 | $1.89M | Buy |
4,911
+3
| +0.1% | +$1.15K | 0.88% | 19 |
|
|
2024
Q2 | $1.84M | Buy |
4,908
+512
| +12% | +$192K | 0.95% | 17 |
|
|
2024
Q1 | $1.51M | Buy |
4,396
+2
| +0% | +$688 | 0.8% | 21 |
|
|
2023
Q4 | $1.37M | Sell |
4,394
-682
| -13% | -$212K | 0.76% | 23 |
|
|
2023
Q3 | $1.38M | Buy |
5,076
+377
| +8% | +$103K | 0.83% | 21 |
|
|
2023
Q2 | $1.33M | Buy |
4,699
+2
| +0% | +$566 | 0.78% | 21 |
|
|
2023
Q1 | $1.17M | Buy |
4,697
+3
| +0.1% | +$748 | 0.65% | 24 |
|
|
2022
Q4 | $1M | Buy |
+4,694
| New | +$1M | 0.58% | 26 |
|