The Wealth 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
$553K Sell
1,260
-20
-2% -$8.77K 0.14% 47
2025
Q1
$475K Sell
1,280
-9
-0.7% -$3.34K 0.14% 43
2024
Q4
$529K Sell
1,289
-103
-7% -$42.3K 0.15% 37
2024
Q3
$534K Sell
1,392
-35
-2% -$13.4K 0.16% 38
2024
Q2
$534K Sell
1,427
-88
-6% -$32.9K 0.16% 37
2024
Q1
$521K Buy
1,515
+69
+5% +$23.7K 0.16% 36
2023
Q4
$476K Buy
+1,446
New +$476K 0.16% 38