Sierra Summit 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 | $693K | Sell |
1,580
-66
| -4% | -$28.9K | 0.12% | 123 |
|
|
2025
Q1 | $610K | Buy |
1,646
+64
| +4% | +$23.7K | 0.13% | 121 |
|
|
2024
Q4 | $649K | Sell |
1,582
-100
| -6% | -$41.1K | 0.13% | 87 |
|
|
2024
Q3 | $646K | Sell |
1,682
-818
| -33% | -$314K | 0.15% | 84 |
|
|
2024
Q2 | $935K | Sell |
2,500
-245
| -9% | -$91.6K | 0.23% | 57 |
|
|
2024
Q1 | $945K | Sell |
2,745
-199
| -7% | -$68.5K | 0.26% | 52 |
|
|
2023
Q4 | $915K | Buy |
+2,944
| New | +$915K | 0.27% | 57 |
|