Richardson 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 | $6.31M | Buy |
14,483
+4,692
| +48% | +$2.04M | 4.24% | 2 |
|
|
2025
Q1 | $3.63M | Sell |
9,791
-5,193
| -35% | -$1.93M | 2.76% | 5 |
|
|
2024
Q4 | $6.19M | Sell |
14,984
-5,189
| -26% | -$2.14M | 4.35% | 4 |
|
|
2024
Q3 | $7.59M | Buy |
20,173
+4,973
| +33% | +$1.87M | 4.83% | 1 |
|
|
2024
Q2 | $5.68M | Buy |
15,200
+60
| +0.4% | +$22.4K | 4.09% | 3 |
|
|
2024
Q1 | $5.22M | Buy |
15,140
+5,644
| +59% | +$1.95M | 3.68% | 3 |
|
|
2023
Q4 | $2.95M | Buy |
+9,496
| New | +$2.95M | 2.59% | 5 |
|