Stage Harbor Financial’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 | $18.9M | Buy |
43,126
+3,313
| +8% | +$1.45M | 15.36% | 1 |
|
|
2025
Q1 | $14.8M | Buy |
39,813
+1,660
| +4% | +$616K | 12.5% | 3 |
|
|
2024
Q4 | $15.7M | Buy |
38,153
+676
| +2% | +$277K | 13.63% | 2 |
|
|
2024
Q3 | $14.6M | Sell |
37,477
-423
| -1% | -$164K | 13.27% | 2 |
|
|
2024
Q2 | $14.2M | Buy |
37,900
+1,178
| +3% | +$441K | 13.69% | 2 |
|
|
2024
Q1 | $12.6M | Buy |
36,722
+1,376
| +4% | +$474K | 11.49% | 2 |
|
|
2023
Q4 | $11M | Buy |
+35,346
| New | +$11M | 10.59% | 2 |
|