TriaGen 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 | $489K | Hold |
1,116
| – | – | 0.15% | 115 |
|
|
2025
Q1 | $414K | Hold |
1,116
| – | – | 0.15% | 117 |
|
|
2024
Q4 | $458K | Hold |
1,116
| – | – | 0.15% | 107 |
|
|
2024
Q3 | $428K | Hold |
1,116
| – | – | 0.14% | 115 |
|
|
2024
Q2 | $417K | Hold |
1,116
| – | – | 0.16% | 112 |
|
|
2024
Q1 | $384K | Hold |
1,116
| – | – | 0.16% | 115 |
|
|
2023
Q4 | $347K | Hold |
1,116
| – | – | 0.17% | 116 |
|
|
2023
Q3 | $304K | Hold |
1,116
| – | – | 0.16% | 114 |
|
|
2023
Q2 | $316K | Hold |
1,116
| – | – | 0.14% | 132 |
|
|
2023
Q1 | $278K | Hold |
1,116
| – | – | 0.14% | 130 |
|
|
2022
Q4 | $238K | Hold |
1,116
| – | – | 0.13% | 150 |
|
|
2022
Q3 | $239K | Hold |
1,116
| – | – | 0.13% | 140 |
|
|
2022
Q2 | $249K | Hold |
1,116
| – | – | 0.18% | 129 |
|
|
2022
Q1 | $321K | Hold |
1,116
| – | – | 0.17% | 131 |
|
|
2021
Q4 | $358K | Hold |
1,116
| – | – | 0.18% | 126 |
|
|
2021
Q3 | $324K | Hold |
1,116
| – | – | 0.18% | 136 |
|
|
2021
Q2 | $330K | Sell |
1,116
-90
| -7% | -$26.6K | 0.17% | 136 |
|
|
2021
Q1 | $310K | Buy |
1,206
+15
| +1% | +$3.86K | 0.18% | 126 |
|
|
2020
Q4 | $302K | Buy |
+1,191
| New | +$302K | 0.18% | 133 |
|