WBH Advisory’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 | $4.16M | Buy |
9,487
+3,486
| +58% | +$1.53M | 0.35% | 59 |
|
|
2025
Q1 | $2.23M | Sell |
6,001
-768
| -11% | -$285K | 0.21% | 86 |
|
|
2024
Q4 | $2.78M | Buy |
6,769
+3,711
| +121% | +$1.52M | 0.26% | 73 |
|
|
2024
Q3 | $1.17M | Sell |
3,058
-118
| -4% | -$45.3K | 0.11% | 137 |
|
|
2024
Q2 | $1.19M | Buy |
3,176
+240
| +8% | +$89.8K | 0.12% | 131 |
|
|
2024
Q1 | $1.01M | Hold |
2,936
| – | – | 0.1% | 148 |
|
|
2023
Q4 | $913K | Buy |
2,936
+83
| +3% | +$25.8K | 0.1% | 157 |
|
|
2023
Q3 | $777K | Buy |
2,853
+176
| +7% | +$47.9K | 0.1% | 157 |
|
|
2023
Q2 | $757K | Buy |
2,677
+522
| +24% | +$148K | 0.09% | 165 |
|
|
2023
Q1 | $538K | Buy |
+2,155
| New | +$538K | 0.07% | 200 |
|
|
2022
Q3 | $314K | Hold |
1,466
| – | – | 0.05% | 234 |
|
|
2022
Q2 | $338K | Sell |
1,466
-143
| -9% | -$33K | 0.05% | 238 |
|
|
2022
Q1 | $422K | Sell |
1,609
-768
| -32% | -$201K | 0.05% | 221 |
|
|
2021
Q4 | $763K | Buy |
2,377
+264
| +12% | +$84.7K | 0.09% | 178 |
|
|
2021
Q3 | $613K | Hold |
2,113
| – | – | 0.08% | 186 |
|
|
2021
Q2 | $633K | Buy |
2,113
+150
| +8% | +$44.9K | 0.09% | 158 |
|
|
2021
Q1 | $505K | Buy |
1,963
+11
| +0.6% | +$2.83K | 0.08% | 175 |
|
|
2020
Q4 | $505K | Buy |
1,952
+268
| +16% | +$69.3K | 0.09% | 170 |
|
|
2020
Q3 | $383K | Buy |
1,684
+115
| +7% | +$26.2K | 0.08% | 182 |
|
|
2020
Q2 | $317K | Buy |
1,569
+2
| +0.1% | +$404 | 0.08% | 192 |
|
|
2020
Q1 | $245 | Buy |
1,567
+3
| +0.2% | – | 0.06% | 199 |
|
|
2019
Q4 | $285K | Buy |
+1,564
| New | +$285K | 0.06% | 209 |
|