SMI Advisory Services’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 | $265K | Buy |
+595
| New | +$265K | 0.05% | 42 |
|
|
2025
Q1 | – | Sell |
-618
| Closed | -$251K | – | 68 |
|
|
2024
Q4 | $251K | Sell |
618
-5
| -0.8% | -$2.03K | 0.06% | 46 |
|
|
2024
Q3 | $239K | Sell |
623
-15
| -2% | -$5.75K | 0.05% | 53 |
|
|
2024
Q2 | $248K | Buy |
+638
| New | +$248K | 0.06% | 51 |
|
|
2024
Q1 | – | Sell |
-808
| Closed | -$252K | – | 81 |
|
|
2023
Q4 | $252K | Buy |
808
+2
| +0.2% | +$625 | 0.06% | 43 |
|
|
2023
Q3 | $232K | Buy |
+806
| New | +$232K | 0.08% | 41 |
|
|
2022
Q2 | – | Sell |
-1,511
| Closed | -$435K | – | 45 |
|
|
2022
Q1 | $435K | Buy |
+1,511
| New | +$435K | 0.15% | 26 |
|