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