Von Berge Wealth Management 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 | $10.3M | Sell |
23,129
-71
| -0.3% | -$31.8K | 5.81% | 8 |
|
|
2025
Q1 | $8.61M | Sell |
23,200
-480
| -2% | -$178K | 5.55% | 8 |
|
|
2024
Q4 | $9.94M | Sell |
23,680
-299
| -1% | -$126K | 6.02% | 6 |
|
|
2024
Q3 | $9.59M | Sell |
23,979
-835
| -3% | -$334K | 5.93% | 7 |
|
|
2024
Q2 | $9.35M | Sell |
24,814
-499
| -2% | -$188K | 5.94% | 6 |
|
|
2024
Q1 | $8.71M | Buy |
25,313
+1,783
| +8% | +$614K | 5.61% | 7 |
|
|
2023
Q4 | $7.36M | Sell |
23,530
-1,827
| -7% | -$571K | 5.65% | 7 |
|
|
2023
Q3 | $6.9M | Sell |
25,357
-273
| -1% | -$74.3K | 5.9% | 7 |
|
|
2023
Q2 | $7.25M | Buy |
25,630
+383
| +2% | +$108K | 6.01% | 6 |
|
|
2023
Q1 | $6.29M | Buy |
25,247
+148
| +0.6% | +$36.9K | 5.62% | 7 |
|
|
2022
Q4 | $5.92M | Sell |
25,099
-1,037
| -4% | -$244K | 5.32% | 7 |
|
|
2022
Q3 | $5.58M | Sell |
26,136
-310
| -1% | -$66.2K | 5.94% | 5 |
|
|
2022
Q2 | $6M | Sell |
26,446
-156
| -0.6% | -$35.4K | 6.23% | 5 |
|
|
2022
Q1 | $7.19M | Buy |
26,602
+628
| +2% | +$170K | 6.55% | 5 |
|
|
2021
Q4 | $7.55M | Buy |
+25,974
| New | +$7.55M | 6.97% | 5 |
|