Sonora Investment Management 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
$1.22M Sell
2,792
-92
-3% -$40.3K 0.09% 120
2025
Q1
$1.07M Buy
2,884
+38
+1% +$14.1K 0.08% 126
2024
Q4
$1.17M Sell
2,846
-51
-2% -$20.9K 0.09% 125
2024
Q3
$1.11M Buy
2,897
+148
+5% +$56.8K 0.08% 128
2024
Q2
$946K Hold
2,749
0.07% 137
2024
Q1
$946K Sell
2,749
-100
-4% -$34.4K 0.07% 137
2023
Q4
$886K Buy
2,849
+229
+9% +$71.2K 0.07% 137
2023
Q3
$713K Buy
2,620
+224
+9% +$61K 0.06% 147
2023
Q2
$678K Sell
2,396
-1,085
-31% -$307K 0.06% 146
2023
Q1
$868K Sell
3,481
-29
-0.8% -$7.23K 0.08% 141
2022
Q4
$748K Buy
3,510
+906
+35% +$193K 0.07% 146
2022
Q3
$580K Hold
2,604
0.07% 121
2022
Q2
$580K Sell
2,604
-150
-5% -$33.4K 0.05% 152
2022
Q1
$792K Buy
2,754
+306
+13% +$88K 0.09% 119
2021
Q4
$786K Buy
+2,448
New +$786K 0.09% 114