Safeguard Financial’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
Q1 | $132M | Buy |
355,130
+10,855
| +3% | +$4.03M | 28.85% | 1 |
|
|
2024
Q4 | $141M | Buy |
344,275
+38,984
| +13% | +$16M | 30.71% | 1 |
|
|
2024
Q3 | $117M | Buy |
305,291
+21,723
| +8% | +$8.34M | 27.62% | 1 |
|
|
2024
Q2 | $106M | Buy |
283,568
+32,060
| +13% | +$12M | 29.49% | 1 |
|
|
2024
Q1 | $86.6M | Buy |
251,508
+25,122
| +11% | +$8.65M | 28.21% | 1 |
|
|
2023
Q4 | $70.4M | Buy |
226,386
+38,377
| +20% | +$11.9M | 26.65% | 1 |
|
|
2023
Q3 | $51.2M | Buy |
188,009
+21,384
| +13% | +$5.82M | 24.7% | 2 |
|
|
2023
Q2 | $47.1M | Buy |
166,625
+23,966
| +17% | +$6.78M | 22.71% | 2 |
|
|
2023
Q1 | $35.6M | Buy |
142,659
+26,546
| +23% | +$6.62M | 21.6% | 2 |
|
|
2022
Q4 | $24.7M | Buy |
116,113
+6,035
| +5% | +$1.29M | 17.72% | 2 |
|
|
2022
Q3 | $23.6M | Buy |
110,078
+40,368
| +58% | +$8.64M | 21.81% | 2 |
|
|
2022
Q2 | $15.5M | Buy |
69,710
+39,277
| +129% | +$8.75M | 18.55% | 2 |
|
|
2022
Q1 | $8.75M | Buy |
+30,433
| New | +$8.75M | 13.09% | 2 |
|