Silver Oak Advisory Group’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 | $278K | Buy |
+635
| New | +$278K | 0.13% | 57 |
|
2025
Q1 | – | Sell |
-567
| Closed | -$232K | – | 69 |
|
2024
Q4 | $232K | Hold |
567
| – | – | 0.12% | 55 |
|
2024
Q3 | $217K | Hold |
567
| – | – | 0.11% | 64 |
|
2024
Q2 | $212K | Buy |
+567
| New | +$212K | 0.12% | 63 |
|
2022
Q4 | – | Sell |
-1,203
| Closed | -$257K | – | 58 |
|
2022
Q3 | $257K | Sell |
1,203
-304
| -20% | -$64.9K | 0.19% | 40 |
|
2022
Q2 | $336K | Hold |
1,507
| – | – | 0.24% | 36 |
|
2022
Q1 | $433K | Hold |
1,507
| – | – | 0.28% | 32 |
|
2021
Q4 | $484K | Buy |
+1,507
| New | +$484K | 0.31% | 32 |
|