Websterrogers Financial 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 | $29.5M | Buy |
67,226
+1,035
| +2% | +$454K | 9.37% | 1 |
|
|
2025
Q1 | $24.5M | Buy |
66,191
+2,150
| +3% | +$797K | 8.38% | 2 |
|
|
2024
Q4 | $26.3M | Sell |
64,041
-255
| -0.4% | -$105K | 9.13% | 2 |
|
|
2024
Q3 | $24.7M | Buy |
64,296
+74
| +0.1% | +$28.4K | 8.64% | 2 |
|
|
2024
Q2 | $24M | Buy |
64,222
+1,352
| +2% | +$506K | 8.56% | 2 |
|
|
2024
Q1 | $21.6M | Buy |
62,870
+31,942
| +103% | +$11M | 7.7% | 2 |
|
|
2023
Q4 | $9.62M | Sell |
30,928
-15,707
| -34% | -$4.88M | 4.01% | 10 |
|
|
2023
Q3 | $12.7M | Buy |
46,635
+8,754
| +23% | +$2.38M | 5.58% | 4 |
|
|
2023
Q2 | $10.7M | Buy |
37,881
+14,517
| +62% | +$4.11M | 4.67% | 6 |
|
|
2023
Q1 | $5.83M | Buy |
23,364
+1,794
| +8% | +$447K | 2.68% | 15 |
|
|
2022
Q4 | $4.6M | Buy |
+21,570
| New | +$4.6M | 2.23% | 15 |
|