Shira Ridge Wealth Management’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 | $733K | Sell |
1,673
-11
| -0.7% | -$4.82K | 0.34% | 41 |
|
|
2025
Q1 | $624K | Sell |
1,684
-36
| -2% | -$13.4K | 0.31% | 44 |
|
|
2024
Q4 | $706K | Sell |
1,720
-10
| -0.6% | -$4.1K | 0.35% | 42 |
|
|
2024
Q3 | $664K | Sell |
1,730
-4
| -0.2% | -$1.54K | 0.34% | 46 |
|
|
2024
Q2 | $649K | Sell |
1,734
-66
| -4% | -$24.7K | 0.36% | 46 |
|
|
2024
Q1 | $620K | Sell |
1,800
-5
| -0.3% | -$1.72K | 0.35% | 45 |
|
|
2023
Q4 | $561K | Sell |
1,805
-5
| -0.3% | -$1.55K | 0.34% | 48 |
|
|
2023
Q3 | $493K | Sell |
1,810
-5
| -0.3% | -$1.36K | 0.32% | 46 |
|
|
2023
Q2 | $514K | Sell |
1,815
-4
| -0.2% | -$1.13K | 0.32% | 45 |
|
|
2023
Q1 | $454K | Sell |
1,819
-20
| -1% | -$4.99K | 0.3% | 49 |
|
|
2022
Q4 | $392K | Buy |
+1,839
| New | +$392K | 0.27% | 52 |
|