Tyler-Stone 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 | $1.82M | Hold |
4,148
| – | – | 0.29% | 67 |
|
2025
Q1 | $1.54M | Hold |
4,148
| – | – | 0.28% | 74 |
|
2024
Q4 | $1.7M | Buy |
4,148
+1
| +0% | +$410 | 0.3% | 63 |
|
2024
Q3 | $1.59M | Buy |
4,147
+2,474
| +148% | +$950K | 0.3% | 70 |
|
2024
Q2 | $626K | Hold |
1,673
| – | – | 0.26% | 79 |
|
2024
Q1 | $576K | Buy |
1,673
+46
| +3% | +$15.8K | 0.25% | 81 |
|
2023
Q4 | $506K | Sell |
1,627
-10
| -0.6% | -$3.11K | 0.25% | 79 |
|
2023
Q3 | $446K | Buy |
1,637
+1
| +0.1% | +$272 | 0.25% | 81 |
|
2023
Q2 | $463K | Buy |
+1,636
| New | +$463K | 0.26% | 78 |
|
2022
Q4 | $348K | Sell |
1,635
-59
| -3% | -$12.6K | 0.24% | 94 |
|
2022
Q3 | $362K | Buy |
1,694
+1
| +0.1% | +$214 | 0.28% | 78 |
|
2022
Q2 | $377K | Hold |
1,693
| – | – | 0.25% | 83 |
|
2022
Q1 | $487K | Buy |
1,693
+1
| +0.1% | +$288 | 0.27% | 81 |
|
2021
Q4 | $543K | Buy |
+1,692
| New | +$543K | 0.29% | 76 |
|