Rockwood 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 | $2.58M | Sell |
5,875
-454
| -7% | -$199K | 0.23% | 23 |
|
|
2025
Q1 | $2.35M | Sell |
6,329
-60
| -0.9% | -$22.2K | 0.24% | 25 |
|
|
2024
Q4 | $2.65M | Buy |
6,389
+57
| +0.9% | +$23.6K | 0.29% | 21 |
|
|
2024
Q3 | $2.43M | Hold |
6,332
| – | – | 0.27% | 20 |
|
|
2024
Q2 | $2.37M | Sell |
6,332
-299
| -5% | -$112K | 0.29% | 21 |
|
|
2024
Q1 | $2.28M | Buy |
6,631
+45
| +0.7% | +$15.5K | 0.29% | 21 |
|
|
2023
Q4 | $2.05M | Hold |
6,586
| – | – | 0.3% | 20 |
|
|
2023
Q3 | $1.79M | Sell |
6,586
-112
| -2% | -$30.5K | 0.3% | 20 |
|
|
2023
Q2 | $1.9M | Buy |
6,698
+162
| +2% | +$45.8K | 0.33% | 20 |
|
|
2023
Q1 | $1.63M | Buy |
6,536
+1,664
| +34% | +$415K | 0.32% | 21 |
|
|
2022
Q4 | $1.04M | Buy |
4,872
+4
| +0.1% | +$853 | 0.24% | 26 |
|
|
2022
Q3 | $1.04M | Sell |
4,868
-865
| -15% | -$185K | 0.33% | 23 |
|
|
2022
Q2 | $1.28M | Buy |
5,733
+2
| +0% | +$446 | 0.6% | 14 |
|
|
2022
Q1 | $1.65M | Sell |
5,731
-434
| -7% | -$125K | 0.79% | 11 |
|
|
2021
Q4 | $1.98M | Buy |
+6,165
| New | +$1.98M | 0.88% | 9 |
|