Spire Wealth Management’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 | $8.27M | Buy |
18,857
+237
| +1% | +$104K | 0.3% | 69 |
|
|
2025
Q1 | $6.9M | Sell |
18,620
-362
| -2% | -$134K | 0.22% | 96 |
|
|
2024
Q4 | $7.79M | Buy |
18,982
+898
| +5% | +$369K | 0.24% | 87 |
|
|
2024
Q3 | $6.94M | Buy |
18,084
+275
| +2% | +$106K | 0.23% | 89 |
|
|
2024
Q2 | $6.66M | Buy |
17,809
+1,115
| +7% | +$417K | 0.24% | 90 |
|
|
2024
Q1 | $5.75M | Buy |
16,694
+303
| +2% | +$104K | 0.1% | 139 |
|
|
2023
Q4 | $5.24M | Buy |
16,391
+1,298
| +9% | +$415K | 0.17% | 131 |
|
|
2023
Q3 | $4.11M | Sell |
15,093
-365
| -2% | -$99.4K | 0.16% | 141 |
|
|
2023
Q2 | $4.37M | Buy |
15,458
+266
| +2% | +$75.3K | 0.16% | 123 |
|
|
2023
Q1 | $3.79M | Sell |
15,192
-910
| -6% | -$227K | 0.15% | 134 |
|
|
2022
Q4 | $3.43M | Buy |
16,102
+149
| +0.9% | +$31.8K | 0.19% | 114 |
|
|
2022
Q3 | $3.41M | Sell |
15,953
-1,607
| -9% | -$344K | 0.21% | 103 |
|
|
2022
Q2 | $3.91M | Sell |
17,560
-3,078
| -15% | -$686K | 0.16% | 135 |
|
|
2022
Q1 | $5.94M | Buy |
+20,638
| New | +$5.94M | 0.16% | 139 |
|
|
2021
Q4 | – | Sell |
-20,623
| Closed | -$5.98M | – | 3010 |
|
|
2021
Q3 | $5.98M | Buy |
20,623
+134
| +0.7% | +$38.9K | 0.16% | 147 |
|
|
2021
Q2 | $5.88M | Buy |
+20,489
| New | +$5.88M | 0.16% | 151 |
|