Rollins Financial 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 | $1.94M | Sell |
4,426
-33
| -0.7% | -$14.5K | 0.31% | 44 |
|
2025
Q1 | $1.65M | Sell |
4,459
-5
| -0.1% | -$1.85K | 0.29% | 48 |
|
2024
Q4 | $1.83M | Sell |
4,464
-5
| -0.1% | -$2.05K | 0.29% | 43 |
|
2024
Q3 | $1.72M | Sell |
4,469
-125
| -3% | -$48K | 0.28% | 43 |
|
2024
Q2 | $1.72M | Sell |
4,594
-21
| -0.5% | -$7.85K | 0.3% | 39 |
|
2024
Q1 | $1.59M | Sell |
4,615
-448
| -9% | -$154K | 0.3% | 39 |
|
2023
Q4 | $1.57M | Buy |
+5,063
| New | +$1.57M | 0.33% | 38 |
|