Prospect Financial Services’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
$3.63M Sell
8,281
-920
-10% -$403K 2.26% 15
2025
Q1
$3.41M Buy
9,201
+456
+5% +$169K 1.89% 19
2024
Q4
$3.59M Buy
8,745
+545
+7% +$224K 1.96% 17
2024
Q3
$3.15M Buy
8,200
+607
+8% +$233K 1.95% 19
2024
Q2
$2.84M Sell
7,593
-296
-4% -$111K 2.18% 15
2024
Q1
$2.72M Sell
7,889
-54
-0.7% -$18.6K 2.24% 15
2023
Q4
$2.47M Buy
+7,943
New +$2.47M 2.49% 15