Ulland Investment Advisors’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 | $39K | Hold |
90
| – | – | 0.03% | 121 |
|
|
2025
Q1 | $33K | Hold |
90
| – | – | 0.03% | 132 |
|
|
2024
Q4 | $37K | Hold |
90
| – | – | 0.02% | 125 |
|
|
2024
Q3 | $35K | Hold |
90
| – | – | 0.03% | 119 |
|
|
2024
Q2 | $34K | Hold |
90
| – | – | 0.02% | 123 |
|
|
2024
Q1 | $31K | Hold |
90
| – | – | 0.02% | 128 |
|
|
2023
Q4 | $28K | Hold |
90
| – | – | 0.03% | 122 |
|
|
2023
Q3 | $25K | Buy |
90
+5
| +6% | +$1.39K | 0.03% | 129 |
|
|
2023
Q2 | $24K | Hold |
85
| – | – | 0.02% | 130 |
|
|
2023
Q1 | $21K | Hold |
85
| – | – | 0.02% | 132 |
|
|
2022
Q4 | $18K | Buy |
85
+15
| +21% | +$3.18K | 0.02% | 140 |
|
|
2022
Q3 | $15K | Hold |
70
| – | – | 0.02% | 147 |
|
|
2022
Q2 | $16K | Hold |
70
| – | – | 0.02% | 156 |
|
|
2022
Q1 | $20K | Hold |
70
| – | – | 0.02% | 154 |
|
|
2021
Q4 | $22K | Buy |
+70
| New | +$22K | 0.01% | 143 |
|