Prosperity Wealth Management’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 | $752K | Buy |
1,715
+356
| +26% | +$156K | 0.28% | 81 |
|
2025
Q1 | $504K | Buy |
1,359
+291
| +27% | +$108K | 0.24% | 99 |
|
2024
Q4 | $439K | Sell |
1,068
-70
| -6% | -$28.7K | 0.18% | 111 |
|
2024
Q3 | $437K | Buy |
1,138
+30
| +3% | +$11.5K | 0.17% | 97 |
|
2024
Q2 | $415K | Buy |
1,108
+24
| +2% | +$8.98K | 0.2% | 100 |
|
2024
Q1 | $373K | Buy |
1,084
+345
| +47% | +$119K | 0.18% | 97 |
|
2023
Q4 | $230K | Sell |
739
-717
| -49% | -$223K | 0.15% | 110 |
|
2023
Q3 | $396K | Buy |
1,456
+148
| +11% | +$40.3K | 0.26% | 70 |
|
2023
Q2 | $370K | Buy |
+1,308
| New | +$370K | 0.24% | 64 |
|