Summit X LLC’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 | $665K | Buy |
1,516
+738
| +95% | +$324K | 0.12% | 124 |
|
|
2025
Q1 | $288K | Buy |
+778
| New | +$288K | 0.06% | 178 |
|
|
2023
Q3 | – | Sell |
-929
| Closed | -$263K | – | 277 |
|
|
2023
Q2 | $263K | Hold |
929
| – | – | 0.06% | 230 |
|
|
2023
Q1 | $232K | Buy |
+929
| New | +$232K | 0.06% | 236 |
|
|
2020
Q4 | – | Sell |
-294
| Closed | -$1.14K | – | 436 |
|
|
2020
Q3 | $1.14K | Buy |
+294
| New | +$1.14K | 0.02% | 232 |
|