Syverson Strege & Co’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 | $780K | Buy |
1,778
+3
| +0.2% | +$1.32K | 0.18% | 54 |
|
|
2025
Q1 | $658K | Hold |
1,775
| – | – | 0.21% | 35 |
|
|
2024
Q4 | $729K | Sell |
1,775
-68
| -4% | -$27.9K | 0.24% | 36 |
|
|
2024
Q3 | $708K | Sell |
1,843
-106
| -5% | -$40.7K | 0.24% | 33 |
|
|
2024
Q2 | $729K | Sell |
1,949
-141
| -7% | -$52.7K | 0.25% | 34 |
|
|
2024
Q1 | $719K | Buy |
2,090
+186
| +10% | +$64K | 0.26% | 31 |
|
|
2023
Q4 | $592K | Hold |
1,904
| – | – | 0.23% | 36 |
|
|
2023
Q3 | $519K | Hold |
1,904
| – | – | 0.23% | 33 |
|
|
2023
Q2 | $539K | Sell |
1,904
-245
| -11% | -$69.3K | 0.23% | 31 |
|
|
2023
Q1 | $536K | Sell |
2,149
-68
| -3% | -$17K | 0.23% | 34 |
|
|
2022
Q4 | $473K | Buy |
2,217
+68
| +3% | +$14.5K | 0.21% | 38 |
|
|
2022
Q3 | $460K | Sell |
2,149
-236
| -10% | -$50.5K | 0.23% | 38 |
|
|
2022
Q2 | $532K | Buy |
2,385
+275
| +13% | +$61.3K | 0.2% | 39 |
|
|
2022
Q1 | $607K | Hold |
2,110
| – | – | 0.66% | 30 |
|
|
2021
Q4 | $677K | Hold |
2,110
| – | – | 0.5% | 34 |
|
|
2021
Q3 | $612K | Hold |
2,110
| – | – | 0.49% | 34 |
|
|
2021
Q2 | $605K | Sell |
2,110
-54
| -2% | -$15.5K | 0.54% | 34 |
|
|
2021
Q1 | $556K | Hold |
2,164
| – | – | 0.58% | 30 |
|
|
2020
Q4 | $548K | Buy |
+2,164
| New | +$548K | 0.52% | 30 |
|