Wealthspan 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 | $35.2M | Buy |
80,261
+265
| +0.3% | +$116K | 14.54% | 1 |
|
|
2025
Q1 | $29.7M | Sell |
79,996
-72
| -0.1% | -$26.7K | 13.7% | 1 |
|
|
2024
Q4 | $32.9M | Buy |
80,068
+957
| +1% | +$393K | 15.7% | 1 |
|
|
2024
Q3 | $30.4M | Buy |
79,111
+1,655
| +2% | +$635K | 14.99% | 1 |
|
|
2024
Q2 | $29M | Buy |
77,456
+2,025
| +3% | +$757K | 15.99% | 1 |
|
|
2024
Q1 | $26M | Buy |
75,431
+2,019
| +3% | +$695K | 15.3% | 1 |
|
|
2023
Q4 | $22.8M | Buy |
73,412
+1,597
| +2% | +$496K | 15.98% | 1 |
|
|
2023
Q3 | $19.6M | Buy |
71,815
+2,472
| +4% | +$673K | 15.45% | 1 |
|
|
2023
Q2 | $19.6M | Buy |
69,343
+1,482
| +2% | +$419K | 15.48% | 1 |
|
|
2023
Q1 | $16.9M | Buy |
67,861
+525
| +0.8% | +$131K | 14.47% | 1 |
|
|
2022
Q4 | $14.3M | Buy |
67,336
+1,089
| +2% | +$232K | 13.06% | 1 |
|
|
2022
Q3 | $14.2M | Buy |
66,247
+2,898
| +5% | +$620K | 14.67% | 1 |
|
|
2022
Q2 | $14.1M | Buy |
63,349
+3,223
| +5% | +$718K | 14.59% | 1 |
|
|
2022
Q1 | $17.3M | Sell |
60,126
-722
| -1% | -$208K | 15.68% | 1 |
|
|
2021
Q4 | $19.5M | Buy |
+60,848
| New | +$19.5M | 17.26% | 1 |
|