Verum Partners’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 | $335K | Sell |
763
-304
| -28% | -$133K | 0.08% | 124 |
|
|
2025
Q1 | $396K | Buy |
1,067
+401
| +60% | +$149K | 0.11% | 102 |
|
|
2024
Q4 | $273K | Buy |
666
+1
| +0.2% | +$411 | 0.08% | 132 |
|
|
2024
Q3 | $255K | Buy |
665
+1
| +0.2% | +$384 | 0.07% | 138 |
|
|
2024
Q2 | $248K | Hold |
664
| – | – | 0.08% | 135 |
|
|
2024
Q1 | $228K | Sell |
664
-406
| -38% | -$140K | 0.08% | 142 |
|
|
2023
Q4 | $333K | Sell |
1,070
-168
| -14% | -$52.2K | 0.13% | 99 |
|
|
2023
Q3 | $337K | Buy |
+1,238
| New | +$337K | 0.15% | 92 |
|