Presilium Private Wealth’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 | $63.9M | Sell |
145,810
-2,595
| -2% | -$1.14M | 13.08% | 2 |
|
2025
Q1 | $55M | Buy |
148,405
+18,122
| +14% | +$6.72M | 12.33% | 2 |
|
2024
Q4 | $53.5M | Sell |
130,283
-807
| -0.6% | -$331K | 12.3% | 1 |
|
2024
Q3 | $50.3M | Buy |
131,090
+6,115
| +5% | +$2.35M | 11.59% | 2 |
|
2024
Q2 | $46.7M | Sell |
124,975
-6,237
| -5% | -$2.33M | 11.81% | 1 |
|
2024
Q1 | $45.2M | Sell |
131,212
-3,820
| -3% | -$1.31M | 11.98% | 2 |
|
2023
Q4 | $42M | Buy |
135,032
+2,690
| +2% | +$836K | 11.95% | 1 |
|
2023
Q3 | $36M | Buy |
132,342
+9,132
| +7% | +$2.49M | 11.47% | 2 |
|
2023
Q2 | $34.9M | Buy |
123,210
+779
| +0.6% | +$220K | 11.95% | 2 |
|
2023
Q1 | $30.5M | Sell |
122,431
-3,905
| -3% | -$974K | 11.79% | 1 |
|
2022
Q4 | $26.9M | Buy |
+126,336
| New | +$26.9M | 11.3% | 2 |
|