Principal Financial 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 | – | Sell |
-1,525
| Closed | -$566K | – | 2325 |
|
2025
Q1 | $566K | Sell |
1,525
-3,911
| -72% | -$1.45M | ﹤0.01% | 1921 |
|
2024
Q4 | $2.23M | Buy |
+5,436
| New | +$2.23M | ﹤0.01% | 1780 |
|
2023
Q1 | – | Sell |
-4,119
| Closed | -$878K | – | 2500 |
|
2022
Q4 | $878K | Buy |
+4,119
| New | +$878K | ﹤0.01% | 1877 |
|
2022
Q3 | – | Sell |
-3,634
| Closed | -$810K | – | 2578 |
|
2022
Q2 | $810K | Sell |
3,634
-193
| -5% | -$43K | ﹤0.01% | 1961 |
|
2022
Q1 | $1.1M | Buy |
+3,827
| New | +$1.1M | ﹤0.01% | 1957 |
|
2021
Q4 | – | Sell |
-2,187
| Closed | -$634K | – | 2649 |
|
2021
Q3 | $634K | Buy |
2,187
+574
| +36% | +$166K | ﹤0.01% | 2112 |
|
2021
Q2 | $463K | Buy |
+1,613
| New | +$463K | ﹤0.01% | 2234 |
|
2021
Q1 | – | Sell |
-944
| Closed | -$239K | – | 2506 |
|
2020
Q4 | $239K | Sell |
944
-25
| -3% | -$6.33K | ﹤0.01% | 2278 |
|
2020
Q3 | $221K | Buy |
+969
| New | +$221K | ﹤0.01% | 2185 |
|
2019
Q2 | – | Sell |
-1,721
| Closed | -$269K | – | 2282 |
|
2019
Q1 | $269K | Sell |
1,721
-2,246
| -57% | -$351K | ﹤0.01% | 2064 |
|
2018
Q4 | $533K | Buy |
+3,967
| New | +$533K | ﹤0.01% | 1902 |
|