Retirement Investment Advisors’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 | $232M | Buy |
529,933
+25,596
| +5% | +$11.2M | 20.9% | 1 |
|
2025
Q1 | $187M | Buy |
504,337
+6,171
| +1% | +$2.29M | 18.93% | 2 |
|
2024
Q4 | $204M | Buy |
498,166
+4,816
| +1% | +$1.98M | 21.56% | 1 |
|
2024
Q3 | $189M | Buy |
493,350
+7,743
| +2% | +$2.97M | 20.69% | 2 |
|
2024
Q2 | $182M | Buy |
+485,607
| New | +$182M | 22.05% | 1 |
|
2023
Q4 | $140M | Sell |
449,700
-363,310
| -45% | -$113M | 20.01% | 2 |
|
2023
Q3 | $221M | Buy |
813,010
+194,615
| +31% | +$53M | 20.16% | 2 |
|
2023
Q2 | $175M | Buy |
618,395
+151,956
| +33% | +$43M | 20.98% | 1 |
|
2023
Q1 | $116M | Buy |
466,439
+338,798
| +265% | +$84.5M | 20.82% | 1 |
|
2022
Q4 | $27.2M | Buy |
+127,641
| New | +$27.2M | 17.61% | 1 |
|