Vantage Financial Partners (Wisconsin)’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 | $2.16M | Buy |
4,922
+48
| +1% | +$21K | 0.5% | 36 |
|
|
2025
Q1 | $1.81M | Sell |
4,874
-107
| -2% | -$39.7K | 0.45% | 33 |
|
|
2024
Q4 | $2.04M | Sell |
4,981
-47
| -0.9% | -$19.3K | 0.51% | 30 |
|
|
2024
Q3 | $1.93M | Buy |
5,028
+518
| +11% | +$199K | 0.48% | 26 |
|
|
2024
Q2 | $1.69M | Sell |
4,510
-641
| -12% | -$240K | 0.44% | 29 |
|
|
2024
Q1 | $1.77M | Sell |
5,151
-110
| -2% | -$37.9K | 0.48% | 32 |
|
|
2023
Q4 | $1.64M | Buy |
5,261
+1,613
| +44% | +$501K | 0.48% | 30 |
|
|
2023
Q3 | $993K | Buy |
3,648
+5
| +0.1% | +$1.36K | 0.39% | 27 |
|
|
2023
Q2 | $1.03M | Buy |
3,643
+5
| +0.1% | +$1.42K | 0.39% | 26 |
|
|
2023
Q1 | $908K | Sell |
3,638
-71
| -2% | -$17.7K | 0.36% | 28 |
|
|
2022
Q4 | $790K | Sell |
3,709
-257
| -6% | -$54.8K | 0.47% | 19 |
|
|
2022
Q3 | $849K | Sell |
3,966
-55
| -1% | -$11.8K | 0.57% | 20 |
|
|
2022
Q2 | $896K | Sell |
4,021
-262
| -6% | -$58.4K | 0.53% | 14 |
|
|
2022
Q1 | $1.23M | Sell |
4,283
-16
| -0.4% | -$4.6K | 0.63% | 13 |
|
|
2021
Q4 | $1.38M | Buy |
+4,299
| New | +$1.38M | 0.54% | 18 |
|