Weitzel Financial Services’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 | $446K | Sell |
968
-64
| -6% | -$29.5K | 0.19% | 31 |
|
|
2025
Q1 | $367K | Buy |
1,032
+27
| +3% | +$9.6K | 0.18% | 30 |
|
|
2024
Q4 | $416K | Hold |
1,005
| – | – | 0.2% | 31 |
|
|
2024
Q3 | $382K | Buy |
1,005
+94
| +10% | +$35.7K | 0.18% | 30 |
|
|
2024
Q2 | $343K | Buy |
+911
| New | +$343K | 0.17% | 30 |
|
|
2024
Q1 | – | Sell |
-911
| Closed | -$278K | – | 43 |
|
|
2023
Q4 | $278K | Hold |
911
| – | – | 0.15% | 34 |
|
|
2023
Q3 | $248K | Hold |
911
| – | – | 0.14% | 35 |
|
|
2023
Q2 | $258K | Hold |
911
| – | – | 0.15% | 34 |
|
|
2023
Q1 | $227K | Buy |
+911
| New | +$227K | 0.14% | 34 |
|
|
2022
Q3 | – | Sell |
-911
| Closed | -$203K | – | 37 |
|
|
2022
Q2 | $203K | Hold |
911
| – | – | 0.14% | 32 |
|
|
2022
Q1 | $262K | Hold |
911
| – | – | 0.17% | 27 |
|
|
2021
Q4 | $292K | Sell |
911
-147
| -14% | -$47.2K | 0.18% | 23 |
|
|
2021
Q3 | $310K | Sell |
1,058
-315,897
| -100% | -$92.6M | 0.2% | 23 |
|
|
2021
Q2 | $1.06M | Buy |
316,955
+315,897
| +29,858% | +$1.05M | 0.04% | 29 |
|
|
2021
Q1 | $272K | Hold |
1,058
| – | – | 0.19% | 22 |
|
|
2020
Q4 | $284K | Buy |
+1,058
| New | +$284K | 0.21% | 23 |
|