Total Clarity Wealth Management’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 | $230K | Sell |
524
-137
| -21% | -$60.1K | 0.07% | 252 |
|
|
2025
Q1 | $271K | Hold |
661
| – | – | 0.09% | 205 |
|
|
2024
Q4 | $271K | Buy |
661
+4
| +0.6% | +$1.64K | 0.09% | 206 |
|
|
2024
Q3 | $252K | Sell |
657
-10
| -1% | -$3.84K | 0.08% | 218 |
|
|
2024
Q2 | $250K | Hold |
667
| – | – | 0.09% | 215 |
|
|
2024
Q1 | $230K | Buy |
+667
| New | +$230K | 0.08% | 238 |
|
|
2022
Q3 | – | Sell |
-693
| Closed | -$154K | – | 965 |
|
|
2022
Q2 | $154K | Sell |
693
-107
| -13% | -$23.8K | 0.08% | 247 |
|
|
2022
Q1 | $230K | Sell |
800
-3,802
| -83% | -$1.09M | 0.13% | 196 |
|
|
2021
Q4 | $1.48M | Buy |
4,602
+535
| +13% | +$172K | 0.67% | 34 |
|
|
2021
Q3 | $1.18M | Buy |
4,067
+172
| +4% | +$49.9K | 0.56% | 43 |
|
|
2021
Q2 | $1.12M | Buy |
3,895
+210
| +6% | +$60.2K | 0.62% | 50 |
|
|
2021
Q1 | $947K | Buy |
3,685
+128
| +4% | +$32.9K | 0.54% | 43 |
|
|
2020
Q4 | $901K | Buy |
3,557
+32
| +0.9% | +$8.11K | 0.63% | 43 |
|
|
2020
Q3 | $802K | Sell |
3,525
-7
| -0.2% | -$1.59K | 0.7% | 37 |
|
|
2020
Q2 | $714K | Sell |
3,532
-676
| -16% | -$137K | 0.66% | 48 |
|
|
2020
Q1 | $659K | Buy |
4,208
+373
| +10% | +$58.4K | 1.02% | 31 |
|
|
2019
Q4 | $699K | Buy |
+3,835
| New | +$699K | 0.52% | 45 |
|