Simplicity Wealth’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 | $1.52M | Sell |
3,474
-2,640
| -43% | -$1.16M | 0.06% | 249 |
|
|
2025
Q1 | $2.27M | Buy |
6,114
+4,197
| +219% | +$1.56M | 0.18% | 138 |
|
|
2024
Q4 | $787K | Sell |
1,917
-27
| -1% | -$11.1K | 0.16% | 111 |
|
|
2024
Q3 | $746K | Sell |
1,944
-22,776
| -92% | -$8.74M | 0.07% | 233 |
|
|
2024
Q2 | $9.25M | Buy |
24,720
+1,938
| +9% | +$725K | 0.21% | 94 |
|
|
2024
Q1 | $7.84M | Buy |
+22,782
| New | +$7.84M | 0.19% | 110 |
|
|
2023
Q3 | – | Sell |
-965
| Closed | -$273K | – | 104 |
|
|
2023
Q2 | $273K | Sell |
965
-119
| -11% | -$33.7K | 0.17% | 65 |
|
|
2023
Q1 | $270K | Buy |
+1,084
| New | +$270K | 0.18% | 55 |
|