West Coast Financial’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 | – | Sell |
-919
| Closed | -$341K | – | 149 |
|
|
2025
Q1 | $341K | Hold |
919
| – | – | 0.04% | 128 |
|
|
2024
Q4 | $377K | Hold |
919
| – | – | 0.04% | 120 |
|
|
2024
Q3 | $353K | Hold |
919
| – | – | 0.04% | 130 |
|
|
2024
Q2 | $344K | Sell |
919
-30
| -3% | -$11.2K | 0.04% | 120 |
|
|
2024
Q1 | $327K | Sell |
949
-5
| -0.5% | -$1.72K | 0.04% | 128 |
|
|
2023
Q4 | $297K | Hold |
954
| – | – | 0.04% | 129 |
|
|
2023
Q3 | $260K | Sell |
954
-20
| -2% | -$5.45K | 0.04% | 126 |
|
|
2023
Q2 | $276K | Sell |
974
-125
| -11% | -$35.4K | 0.04% | 129 |
|
|
2023
Q1 | $274K | Hold |
1,099
| – | – | 0.04% | 120 |
|
|
2022
Q4 | $234K | Buy |
1,099
+120
| +12% | +$25.6K | 0.04% | 122 |
|
|
2022
Q3 | $209K | Hold |
979
| – | – | 0.04% | 118 |
|
|
2022
Q2 | $218K | Hold |
979
| – | – | 0.04% | 119 |
|
|
2022
Q1 | $282K | Hold |
979
| – | – | 0.04% | 110 |
|
|
2021
Q4 | $314K | Sell |
979
-25
| -2% | -$8.02K | 0.04% | 110 |
|
|
2021
Q3 | $291K | Hold |
1,004
| – | – | 0.05% | 109 |
|
|
2021
Q2 | $288K | Hold |
1,004
| – | – | 0.05% | 112 |
|
|
2021
Q1 | $258K | Hold |
1,004
| – | – | 0.04% | 109 |
|
|
2020
Q4 | $254K | Hold |
1,004
| – | – | 0.05% | 101 |
|
|
2020
Q3 | $229K | Hold |
1,004
| – | – | 0.05% | 102 |
|
|
2020
Q2 | $203K | Buy |
+1,004
| New | +$203K | 0.05% | 103 |
|
|
2018
Q4 | – | Sell |
-2,492
| Closed | -$401K | – | 137 |
|
|
2018
Q3 | $401K | Buy |
+2,492
| New | +$401K | 0.09% | 108 |
|
|
2017
Q4 | – | Sell |
-3,075
| Closed | -$408K | – | 136 |
|
|
2017
Q3 | $408K | Buy |
+3,075
| New | +$408K | 0.11% | 105 |
|