Wealthstar Advisors’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 | $614K | Hold |
1,400
| – | – | 0.23% | 87 |
|
|
2025
Q1 | $519K | Sell |
1,400
-212
| -13% | -$78.6K | 0.24% | 92 |
|
|
2024
Q4 | $662K | Buy |
+1,612
| New | +$662K | 0.29% | 65 |
|
|
2024
Q2 | – | Sell |
-1,612
| Closed | -$555K | – | 138 |
|
|
2024
Q1 | $555K | Sell |
1,612
-30
| -2% | -$10.3K | 0.19% | 71 |
|
|
2023
Q4 | $510K | Hold |
1,642
| – | – | 0.08% | 79 |
|
|
2023
Q3 | $447K | Hold |
1,642
| – | – | 0.17% | 62 |
|
|
2023
Q2 | $465K | Buy |
1,642
+19
| +1% | +$5.38K | 0.2% | 51 |
|
|
2023
Q1 | $405K | Hold |
1,623
| – | – | 0.15% | 58 |
|
|
2022
Q4 | $346K | Buy |
1,623
+6
| +0.4% | +$1.28K | 0.16% | 70 |
|
|
2022
Q3 | $345K | Buy |
1,617
+44
| +3% | +$9.39K | 0.16% | 64 |
|
|
2022
Q2 | $350K | Sell |
1,573
-155
| -9% | -$34.5K | 0.13% | 67 |
|
|
2022
Q1 | $498K | Buy |
1,728
+50
| +3% | +$14.4K | 0.18% | 61 |
|
|
2021
Q4 | $539K | Hold |
1,678
| – | – | 0.18% | 48 |
|
|
2021
Q3 | $487K | Buy |
+1,678
| New | +$487K | 0.15% | 52 |
|