Sightline Wealth 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 | $8.67M | Buy |
19,765
+431
| +2% | +$189K | 4.18% | 7 |
|
|
2025
Q1 | $7.17M | Buy |
19,334
+1,996
| +12% | +$740K | 3.78% | 7 |
|
|
2024
Q4 | $7.12M | Sell |
17,338
-450
| -3% | -$185K | 3.84% | 7 |
|
|
2024
Q3 | $6.83M | Buy |
17,788
+460
| +3% | +$177K | 3.76% | 7 |
|
|
2024
Q2 | $6.48M | Buy |
17,328
+1,583
| +10% | +$592K | 4.03% | 7 |
|
|
2024
Q1 | $5.42M | Buy |
15,745
+2,594
| +20% | +$893K | 3.57% | 7 |
|
|
2023
Q4 | $4.09M | Buy |
13,151
+2,595
| +25% | +$807K | 3.11% | 8 |
|
|
2023
Q3 | $2.87M | Buy |
10,556
+1,665
| +19% | +$453K | 2.68% | 10 |
|
|
2023
Q2 | $2.22M | Hold |
8,891
| – | – | 2.2% | 12 |
|
|
2023
Q1 | $2.22M | Buy |
8,891
+5,905
| +198% | +$1.47M | 2.27% | 12 |
|
|
2022
Q4 | $636K | Buy |
+2,986
| New | +$636K | 0.69% | 27 |
|