Transform Wealth’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
Q1 | $674K | Buy |
1,816
+37
| +2% | +$13.7K | 0.04% | 153 |
|
|
2024
Q4 | $730K | Buy |
1,779
+598
| +51% | +$245K | 0.04% | 153 |
|
|
2024
Q3 | $453K | Buy |
1,181
+97
| +9% | +$37.2K | 0.03% | 157 |
|
|
2024
Q2 | $406K | Hold |
1,084
| – | – | 0.03% | 157 |
|
|
2024
Q1 | $373K | Buy |
+1,084
| New | +$373K | 0.04% | 168 |
|
|
2022
Q2 | – | Sell |
-1,215
| Closed | -$349K | – | 227 |
|
|
2022
Q1 | $349K | Buy |
+1,215
| New | +$349K | 0.04% | 189 |
|