Roble Belko & Company’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 | $6K | Buy |
13
+6
| +86% | +$2.77K | ﹤0.01% | 300 |
|
|
2025
Q1 | $3K | Buy |
7
+6
| +600% | +$2.57K | ﹤0.01% | 316 |
|
|
2024
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 427 |
|
|
2024
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 404 |
|
|
2024
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 391 |
|
|
2024
Q1 | – | Sell |
-30
| Closed | -$9K | – | 373 |
|
|
2023
Q4 | $9K | Buy |
+30
| New | +$9K | ﹤0.01% | 241 |
|
|
2023
Q3 | – | Sell |
-279
| Closed | -$79K | – | 333 |
|
|
2023
Q2 | $79K | Hold |
279
| – | – | 0.02% | 123 |
|
|
2023
Q1 | $70K | Buy |
279
+168
| +151% | +$42.2K | 0.01% | 140 |
|
|
2022
Q4 | $24K | Hold |
111
| – | – | 0.01% | 199 |
|
|
2022
Q3 | $24K | Hold |
111
| – | – | 0.01% | 188 |
|
|
2022
Q2 | $25K | Sell |
111
-250
| -69% | -$56.3K | 0.01% | 183 |
|
|
2022
Q1 | $104K | Hold |
361
| – | – | 0.02% | 134 |
|
|
2021
Q4 | $116K | Buy |
+361
| New | +$116K | 0.02% | 126 |
|
|
2021
Q3 | – | Sell |
-361
| Closed | -$104K | – | 355 |
|
|
2021
Q2 | $104K | Hold |
361
| – | – | 0.02% | 124 |
|
|
2021
Q1 | $93K | Buy |
361
+250
| +225% | +$64.4K | 0.02% | 122 |
|
|
2020
Q4 | $28K | Hold |
111
| – | – | 0.01% | 170 |
|
|
2020
Q3 | $25K | Hold |
111
| – | – | 0.01% | 173 |
|
|
2020
Q2 | $22K | Hold |
111
| – | – | 0.01% | 190 |
|
|
2020
Q1 | $17K | Hold |
111
| – | – | 0.01% | 203 |
|
|
2019
Q4 | $20K | Hold |
111
| – | – | 0.01% | 216 |
|
|
2019
Q3 | $18K | Hold |
111
| – | – | 0.01% | 214 |
|
|
2019
Q2 | $18K | Buy |
+111
| New | +$18K | 0.01% | 212 |
|