Silver Oak Securities’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
$2.63M Buy
5,996
+902
+18% +$395K 0.21% 107
2025
Q1
$1.89M Sell
5,094
-3,966
-44% -$1.47M 0.17% 136
2024
Q4
$3.75M Buy
9,060
+6,147
+211% +$2.55M 0.35% 67
2024
Q3
$1.08M Sell
2,913
-4,801
-62% -$1.77M 0.11% 190
2024
Q2
$2.88M Buy
7,714
+5,355
+227% +$2M 0.43% 59
2024
Q1
$812K Sell
2,359
-6,412
-73% -$2.21M 0.12% 168
2023
Q4
$2.73M Buy
8,771
+5,237
+148% +$1.63M 0.37% 60
2023
Q3
$962K Buy
3,534
+180
+5% +$49K 0.21% 86
2023
Q2
$949K Sell
3,354
-1,815
-35% -$514K 0.15% 140
2023
Q1
$1.29M Buy
5,169
+2,908
+129% +$725K 0.21% 90
2022
Q4
$482K Sell
2,261
-1,273
-36% -$271K 0.09% 156
2022
Q3
$962K Buy
3,534
+1,791
+103% +$488K 0.21% 86
2022
Q2
$417K Sell
1,743
-3,922
-69% -$938K 0.09% 148
2022
Q1
$1.58M Buy
+5,665
New +$1.58M 0.32% 71