Robinson Smith Wealth 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 | $1.76M | Buy |
4,020
+218
| +6% | +$95.6K | 1.41% | 20 |
|
|
2025
Q1 | $1.41M | Sell |
3,802
-2,063
| -35% | -$765K | 1.18% | 21 |
|
|
2024
Q4 | $2.41M | Buy |
5,865
+1
| +0% | +$410 | 2.04% | 13 |
|
|
2024
Q3 | $2.25M | Sell |
5,864
-16
| -0.3% | -$6.14K | 1.91% | 13 |
|
|
2024
Q2 | $2.2M | Buy |
5,880
+64
| +1% | +$23.9K | 1.94% | 11 |
|
|
2024
Q1 | $2M | Sell |
5,816
-1,589
| -21% | -$547K | 1.92% | 11 |
|
|
2023
Q4 | $2.3M | Buy |
+7,405
| New | +$2.3M | 2.26% | 8 |
|