Sunburst Financial Group’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
$2.59M Sell
5,915
-14
-0.2% -$6.14K 0.58% 25
2025
Q1
$2.2M Buy
5,929
+15
+0.3% +$5.56K 0.54% 28
2024
Q4
$2.43M Sell
5,914
-162
-3% -$66.5K 0.6% 28
2024
Q3
$2.33M Sell
6,076
-18
-0.3% -$6.91K 0.59% 28
2024
Q2
$2.28M Sell
6,094
-18
-0.3% -$6.73K 0.62% 27
2024
Q1
$2.1M Hold
6,112
0.6% 29
2023
Q4
$1.9M Sell
6,112
-38
-0.6% -$11.8K 0.59% 26
2023
Q3
$1.67M Sell
6,150
-257
-4% -$70K 0.59% 27
2023
Q2
$1.81M Buy
6,407
+620
+11% +$175K 0.63% 29
2023
Q1
$1.44M Buy
5,787
+10
+0.2% +$2.49K 0.53% 33
2022
Q4
$1.23M Buy
5,777
+3,549
+159% +$756K 0.49% 31
2022
Q3
$477K Sell
2,228
-1,653
-43% -$354K 0.23% 52
2022
Q2
$865K Buy
+3,881
New +$865K 0.41% 31