Semus Wealth Partners’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 | $814K | Sell |
1,857
-245
| -12% | -$107K | 0.53% | 44 |
|
|
2025
Q1 | $779K | Sell |
2,102
-7
| -0.3% | -$2.6K | 0.54% | 42 |
|
|
2024
Q4 | $866K | Sell |
2,109
-442
| -17% | -$181K | 0.57% | 39 |
|
|
2024
Q3 | $979K | Sell |
2,551
-499
| -16% | -$192K | 0.69% | 29 |
|
|
2024
Q2 | $1.14M | Sell |
3,050
-528
| -15% | -$197K | 0.88% | 26 |
|
|
2024
Q1 | $1.23M | Sell |
3,578
-4,164
| -54% | -$1.43M | 1.04% | 21 |
|
|
2023
Q4 | $2.41M | Buy |
7,742
+1,321
| +21% | +$411K | 1.97% | 12 |
|
|
2023
Q3 | $1.75M | Buy |
6,421
+1,182
| +23% | +$322K | 1.63% | 13 |
|
|
2023
Q2 | $1.48M | Buy |
5,239
+2,468
| +89% | +$698K | 1.36% | 13 |
|
|
2023
Q1 | $691K | Buy |
2,771
+1,048
| +61% | +$261K | 0.74% | 28 |
|
|
2022
Q4 | $367K | Buy |
+1,723
| New | +$367K | 0.45% | 63 |
|