Secured Retirement 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 | $218K | Sell |
497
-92
| -16% | -$40.3K | 0.13% | 109 |
|
|
2025
Q1 | $218K | Hold |
589
| – | – | 0.14% | 113 |
|
|
2024
Q4 | $242K | Hold |
589
| – | – | 0.14% | 125 |
|
|
2024
Q3 | $226K | Hold |
589
| – | – | 0.16% | 104 |
|
|
2024
Q2 | $220K | Hold |
589
| – | – | 0.17% | 111 |
|
|
2024
Q1 | $203K | Buy |
+589
| New | +$203K | 0.17% | 107 |
|