Sterling 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 | $1.74M | Buy |
+3,975
| New | +$1.74M | 0.59% | 30 |
|
2024
Q4 | $1.74M | Buy |
4,241
+5
| +0.1% | +$2.05K | 0.64% | 28 |
|
2024
Q3 | $1.63M | Buy |
4,236
+587
| +16% | +$225K | 0.61% | 29 |
|
2024
Q2 | $1.36M | Hold |
3,649
| – | – | 0.65% | 27 |
|
2024
Q1 | $1.26M | Buy |
3,649
+4
| +0.1% | +$1.38K | 0.63% | 26 |
|
2023
Q4 | $1.13M | Buy |
+3,645
| New | +$1.13M | 0.64% | 23 |
|