Stokes Family Office’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 | $4.69M | Buy |
10,707
+1,035
| +11% | +$454K | 0.49% | 51 |
|
|
2025
Q1 | $3.59M | Sell |
9,672
-35
| -0.4% | -$13K | 0.4% | 60 |
|
|
2024
Q4 | $3.98M | Sell |
9,707
-2,375
| -20% | -$975K | 0.43% | 59 |
|
|
2024
Q3 | $4.64M | Buy |
12,082
+60
| +0.5% | +$23K | 0.51% | 47 |
|
|
2024
Q2 | $4.5M | Sell |
12,022
-500
| -4% | -$187K | 0.53% | 45 |
|
|
2024
Q1 | $4.31M | Sell |
12,522
-2,100
| -14% | -$723K | 0.54% | 47 |
|
|
2023
Q4 | $4.55M | Sell |
14,622
-1,333
| -8% | -$414K | 0.61% | 39 |
|
|
2023
Q3 | $4.34M | Sell |
15,955
-684
| -4% | -$186K | 0.51% | 47 |
|
|
2023
Q2 | $4.71M | Buy |
16,639
+49
| +0.3% | +$13.9K | 0.54% | 40 |
|
|
2023
Q1 | $4.14M | Sell |
16,590
-40
| -0.2% | -$9.98K | 0.52% | 44 |
|
|
2022
Q4 | $3.54M | Buy |
16,630
+7,499
| +82% | +$1.6M | 0.46% | 51 |
|
|
2022
Q3 | $1.95M | Buy |
9,131
+80
| +0.9% | +$17.1K | 0.28% | 74 |
|
|
2022
Q2 | $2.02M | Sell |
9,051
-95
| -1% | -$21.2K | 0.28% | 77 |
|
|
2022
Q1 | $2.63M | Sell |
9,146
-185
| -2% | -$53.2K | 0.35% | 63 |
|
|
2021
Q4 | $2.99M | Buy |
9,331
+1,090
| +13% | +$350K | 0.37% | 54 |
|
|
2021
Q3 | $2.39M | Buy |
8,241
+70
| +0.9% | +$20.3K | 0.33% | 64 |
|
|
2021
Q2 | $2.34M | Buy |
8,171
+82
| +1% | +$23.5K | 0.33% | 66 |
|
|
2021
Q1 | $2.08M | Sell |
8,089
-106
| -1% | -$27.2K | 0.32% | 64 |
|
|
2020
Q4 | $2.08M | Buy |
8,195
+575
| +8% | +$146K | 0.41% | 55 |
|
|
2020
Q3 | $1.73M | Buy |
7,620
+690
| +10% | +$157K | 0.39% | 56 |
|
|
2020
Q2 | $1.4M | Buy |
6,930
+2,705
| +64% | +$546K | 0.35% | 61 |
|
|
2020
Q1 | $662K | Hold |
4,225
| – | – | 0.18% | 83 |
|
|
2019
Q4 | $770K | Buy |
+4,225
| New | +$770K | 0.17% | 85 |
|