Seneca Financial 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 | $742K | Hold |
1,693
| – | – | 0.29% | 37 |
|
|
2025
Q1 | $628K | Hold |
1,693
| – | – | 0.3% | 35 |
|
|
2024
Q4 | $695K | Hold |
1,693
| – | – | 0.35% | 34 |
|
|
2024
Q3 | $650K | Hold |
1,693
| – | – | 0.32% | 34 |
|
|
2024
Q2 | $633K | Sell |
1,693
-41
| -2% | -$15.3K | 0.33% | 37 |
|
|
2024
Q1 | $597K | Hold |
1,734
| – | – | 0.32% | 38 |
|
|
2023
Q4 | $539K | Hold |
1,734
| – | – | 0.31% | 37 |
|
|
2023
Q3 | $472K | Hold |
1,734
| – | – | 0.32% | 36 |
|
|
2023
Q2 | $491K | Hold |
1,734
| – | – | 0.33% | 35 |
|
|
2023
Q1 | $433K | Buy |
+1,734
| New | +$433K | 0.28% | 36 |
|