Principal Securities’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 | $3.18M | Sell |
7,263
-1,294
| -15% | -$567K | 0.06% | 292 |
|
|
2025
Q1 | $3.51M | Hold |
8,557
| – | – | 0.08% | 243 |
|
|
2024
Q4 | $3.51M | Sell |
8,557
-256
| -3% | -$105K | 0.08% | 243 |
|
|
2024
Q3 | $3.38M | Buy |
8,813
+52
| +0.6% | +$20K | 0.08% | 232 |
|
|
2024
Q2 | $3.28M | Buy |
8,761
+308
| +4% | +$115K | 0.09% | 211 |
|
|
2024
Q1 | $2.91M | Buy |
8,453
+1,208
| +17% | +$416K | 0.09% | 207 |
|
|
2023
Q4 | $2.25M | Buy |
+7,245
| New | +$2.25M | 0.08% | 230 |
|