Valley Financial 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 | $241K | Sell |
549
-60
| -10% | -$26.3K | 0.15% | 52 |
|
|
2025
Q1 | $226K | Sell |
609
-3
| -0.5% | -$1.11K | 0.15% | 51 |
|
|
2024
Q4 | $251K | Buy |
612
+22
| +4% | +$9.03K | 0.17% | 49 |
|
|
2024
Q3 | $227K | Sell |
590
-7
| -1% | -$2.69K | 0.16% | 53 |
|
|
2024
Q2 | $223K | Sell |
597
-10
| -2% | -$3.74K | 0.16% | 54 |
|
|
2024
Q1 | $209K | Buy |
+607
| New | +$209K | 0.16% | 54 |
|