Roundview Capital’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Sell |
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|
2025
Q1 | $847K | Buy |
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|
2024
Q4 | $706K | Buy |
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|
2024
Q3 | $449K | Buy |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $279K | Buy |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $656K | Buy |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $513K | Hold |
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|
2020
Q4 | $506K | Hold |
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|
2020
Q3 | $454K | Buy |
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|
2020
Q2 | $403K | Buy |
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|
2020
Q1 | $270K | Hold |
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|
2019
Q4 | $314K | Hold |
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|
2019
Q3 | $287K | Hold |
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|
2019
Q2 | $282K | Buy |
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|
2019
Q1 | $269K | Buy |
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|
2018
Q4 | $217K | Sell |
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|
2018
Q3 | $283K | Hold |
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|
2018
Q2 | $263K | Hold |
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|
2018
Q1 | $249K | Hold |
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|
2017
Q4 | $247K | Buy |
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