Talisman Wealth Advisors’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 | $957K | Hold |
2,183
| – | – | 0.87% | 29 |
|
|
2025
Q1 | $809K | Sell |
2,183
-109
| -5% | -$40.4K | 0.83% | 34 |
|
|
2024
Q4 | $941K | Sell |
2,292
-150
| -6% | -$61.6K | 1% | 26 |
|
|
2024
Q3 | $934K | Buy |
2,442
+2
| +0.1% | +$765 | 0.98% | 27 |
|
|
2024
Q2 | $913K | Hold |
2,440
| – | – | 1.05% | 26 |
|
|
2024
Q1 | $840K | Buy |
2,440
+3
| +0.1% | +$1.03K | 1.06% | 29 |
|
|
2023
Q4 | $758K | Sell |
2,437
-93
| -4% | -$28.9K | 1.12% | 28 |
|
|
2023
Q3 | $689K | Buy |
2,530
+16
| +0.6% | +$4.36K | 1.19% | 28 |
|
|
2023
Q2 | $711K | Buy |
2,514
+2
| +0.1% | +$566 | 1.21% | 27 |
|
|
2023
Q1 | $627K | Buy |
2,512
+31
| +1% | +$7.74K | 1.13% | 27 |
|
|
2022
Q4 | $529K | Buy |
+2,481
| New | +$529K | 1.12% | 30 |
|