Precedent Wealth Partners’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 | $326K | Buy |
+744
| New | +$326K | 0.08% | 140 |
|
|
2025
Q1 | – | Sell |
-1,006
| Closed | -$413K | – | 163 |
|
|
2024
Q4 | $413K | Hold |
1,006
| – | – | 0.13% | 122 |
|
|
2024
Q3 | $386K | Hold |
1,006
| – | – | 0.13% | 119 |
|
|
2024
Q2 | $376K | Hold |
1,006
| – | – | 0.15% | 110 |
|
|
2024
Q1 | $346K | Sell |
1,006
-101
| -9% | -$34.8K | 0.15% | 114 |
|
|
2023
Q4 | $344K | Buy |
+1,107
| New | +$344K | 0.17% | 103 |
|