Wealth 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 | – | Sell |
-768
| Closed | -$285K | – | 160 |
|
|
2025
Q1 | $285K | Sell |
768
-22
| -3% | -$8.16K | 0.18% | 116 |
|
|
2024
Q4 | $324K | Buy |
790
+19
| +2% | +$7.79K | 0.21% | 106 |
|
|
2024
Q3 | $296K | Sell |
771
-134
| -15% | -$51.4K | 0.2% | 114 |
|
|
2024
Q2 | $338K | Sell |
905
-40
| -4% | -$14.9K | 0.24% | 104 |
|
|
2024
Q1 | $325K | Buy |
+945
| New | +$325K | 0.25% | 107 |
|