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 |
|