Wealth Effects’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 | $2.57M | Sell |
5,853
-144
| -2% | -$63.1K | 0.96% | 17 |
|
|
2025
Q1 | $2.22M | Buy |
5,997
+39
| +0.7% | +$14.5K | 0.93% | 20 |
|
|
2024
Q4 | $2.45M | Buy |
5,958
+10
| +0.2% | +$4.1K | 0.87% | 20 |
|
|
2024
Q3 | $2.28M | Buy |
5,948
+49
| +0.8% | +$18.8K | 0.8% | 22 |
|
|
2024
Q2 | $2.21M | Buy |
5,899
+179
| +3% | +$66.9K | 0.8% | 22 |
|
|
2024
Q1 | $1.97M | Buy |
5,720
+124
| +2% | +$42.7K | 0.73% | 24 |
|
|
2023
Q4 | $1.74M | Buy |
5,596
+40
| +0.7% | +$12.4K | 0.65% | 27 |
|
|
2023
Q3 | $1.51M | Buy |
5,556
+132
| +2% | +$35.9K | 0.75% | 27 |
|
|
2023
Q2 | $1.53M | Buy |
5,424
+219
| +4% | +$62K | 0.68% | 30 |
|
|
2023
Q1 | $1.3M | Hold |
5,205
| – | – | 0.66% | 36 |
|
|
2022
Q4 | $1.11M | Buy |
+5,205
| New | +$1.11M | 0.63% | 35 |
|