SteelPeak 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 | $1.51M | Sell |
3,446
-1,613
| -32% | -$708K | 0.06% | 216 |
|
|
2025
Q1 | $1.88M | Buy |
5,059
+228
| +5% | +$84.6K | 0.08% | 178 |
|
|
2024
Q4 | $1.98M | Buy |
4,831
+2,211
| +84% | +$908K | 0.08% | 169 |
|
|
2024
Q3 | $1.01M | Buy |
2,620
+96
| +4% | +$36.9K | 0.04% | 224 |
|
|
2024
Q2 | $945K | Hold |
2,524
| – | – | 0.04% | 226 |
|
|
2024
Q1 | $869K | Hold |
2,524
| – | – | 0.04% | 225 |
|
|
2023
Q4 | $785K | Buy |
2,524
+183
| +8% | +$56.9K | 0.05% | 223 |
|
|
2023
Q3 | $638K | Buy |
2,341
+1,437
| +159% | +$391K | 0.04% | 217 |
|
|
2023
Q2 | $256K | Buy |
+904
| New | +$256K | 0.02% | 343 |
|
|
2022
Q2 | – | Sell |
-1,044
| Closed | -$300K | – | 458 |
|
|
2022
Q1 | $300K | Hold |
1,044
| – | – | 0.02% | 338 |
|
|
2021
Q4 | $335K | Buy |
+1,044
| New | +$335K | 0.02% | 300 |
|
|
2021
Q2 | – | Sell |
-783
| Closed | -$201K | – | 438 |
|
|
2021
Q1 | $201K | Sell |
783
-292
| -27% | -$75K | 0.02% | 342 |
|
|
2020
Q4 | $272K | Buy |
+1,075
| New | +$272K | 0.02% | 268 |
|