United Advisor Group’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 | $4.12M | Buy |
9,408
+3,022
| +47% | +$1.32M | 0.71% | 35 |
|
|
2025
Q1 | $2.37M | Sell |
6,386
-604
| -9% | -$224K | 0.49% | 56 |
|
|
2024
Q4 | $2.87M | Buy |
6,990
+490
| +8% | +$201K | 0.57% | 45 |
|
|
2024
Q3 | $2.5M | Buy |
6,500
+162
| +3% | +$62.2K | 0.56% | 48 |
|
|
2024
Q2 | $2.37M | Buy |
6,338
+755
| +14% | +$282K | 0.74% | 34 |
|
|
2024
Q1 | $1.92M | Buy |
5,583
+975
| +21% | +$336K | 0.72% | 37 |
|
|
2023
Q4 | $1.44M | Buy |
+4,608
| New | +$1.44M | 1.74% | 12 |
|