Welch 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 | $535K | Sell |
1,221
-318
| -21% | -$139K | 0.02% | 149 |
|
|
2025
Q1 | $570K | Buy |
1,539
+109
| +8% | +$40.4K | 0.03% | 135 |
|
|
2024
Q4 | $592K | Sell |
1,430
-52
| -4% | -$21.5K | 0.03% | 136 |
|
|
2024
Q3 | $569K | Sell |
1,482
-617
| -29% | -$237K | 0.02% | 132 |
|
|
2024
Q2 | $785K | Sell |
2,099
-5
| -0.2% | -$1.87K | 0.04% | 107 |
|
|
2024
Q1 | $724K | Buy |
2,104
+802
| +62% | +$276K | 0.04% | 101 |
|
|
2023
Q4 | $405K | Buy |
1,302
+405
| +45% | +$126K | 0.02% | 141 |
|
|
2023
Q3 | $244K | Buy |
897
+154
| +21% | +$41.9K | 0.01% | 180 |
|
|
2023
Q2 | $210K | Buy |
+743
| New | +$210K | 0.01% | 197 |
|
|
2021
Q2 | – | Sell |
-1,299
| Closed | -$334K | – | 198 |
|
|
2021
Q1 | $334K | Buy |
+1,299
| New | +$334K | 0.02% | 135 |
|