Sanibel Captiva Trust Company’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 | $70.2M | Buy |
160,220
+737
| +0.5% | +$323K | 2.16% | 8 |
|
2025
Q1 | $59.1M | Buy |
159,483
+6,483
| +4% | +$2.4M | 1.92% | 12 |
|
2024
Q4 | $62.8M | Buy |
153,000
+3,180
| +2% | +$1.31M | 2.01% | 9 |
|
2024
Q3 | $57.5M | Sell |
149,820
-569
| -0.4% | -$218K | 1.84% | 11 |
|
2024
Q2 | $56.2M | Buy |
150,389
+1,705
| +1% | +$638K | 1.92% | 11 |
|
2024
Q1 | $51.2M | Buy |
148,684
+1,000
| +0.7% | +$344K | 1.74% | 11 |
|
2023
Q4 | $45.9M | Buy |
+147,684
| New | +$45.9M | 1.69% | 11 |
|