Shepherd Kaplan Krochuk’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Hold |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $913K | Buy |
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|
2023
Q2 | $947K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $226K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $202K | Buy |
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