Safeguard Investment Advisory Group’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 | $333K | Sell |
759
-44
| -5% | -$19.3K | 0.08% | 100 |
|
|
2025
Q1 | $298K | Buy |
803
+1
| +0.1% | +$371 | 0.08% | 99 |
|
|
2024
Q4 | $329K | Buy |
802
+45
| +6% | +$18.5K | 0.09% | 77 |
|
|
2024
Q3 | $291K | Sell |
757
-22
| -3% | -$8.45K | 0.08% | 86 |
|
|
2024
Q2 | $291K | Buy |
779
+58
| +8% | +$21.7K | 0.09% | 76 |
|
|
2024
Q1 | $248K | Sell |
721
-1
| -0.1% | -$344 | 0.08% | 82 |
|
|
2023
Q4 | $224K | Buy |
+722
| New | +$224K | 0.08% | 87 |
|
|
2023
Q3 | – | Sell |
-720
| Closed | -$204K | – | 102 |
|
|
2023
Q2 | $204K | Buy |
+720
| New | +$204K | 0.09% | 96 |
|
|
2022
Q3 | – | Sell |
-799
| Closed | -$229K | – | 106 |
|
|
2022
Q2 | $229K | Hold |
799
| – | – | 0.14% | 82 |
|
|
2022
Q1 | $229K | Buy |
799
+89
| +13% | +$25.5K | 0.16% | 74 |
|
|
2021
Q4 | $227K | Buy |
710
+1
| +0.1% | +$320 | 0.13% | 84 |
|
|
2021
Q3 | $205K | Buy |
709
+1
| +0.1% | +$289 | 0.13% | 83 |
|
|
2021
Q2 | $203K | Buy |
+708
| New | +$203K | 0.14% | 81 |
|
|
2021
Q1 | – | Sell |
-728
| Closed | -$184K | – | 715 |
|
|
2020
Q4 | $184K | Buy |
+728
| New | +$184K | 0.16% | 78 |
|