Westshore Wealth’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 | $411K | Hold |
938
| – | – | 0.16% | 53 |
|
|
2025
Q1 | $348K | Hold |
938
| – | – | 0.15% | 65 |
|
|
2024
Q4 | $385K | Sell |
938
-6
| -0.6% | -$2.46K | 0.16% | 52 |
|
|
2024
Q3 | $362K | Hold |
944
| – | – | 0.15% | 55 |
|
|
2024
Q2 | $353K | Buy |
944
+30
| +3% | +$11.2K | 0.15% | 51 |
|
|
2024
Q1 | $315K | Hold |
914
| – | – | 0.13% | 64 |
|
|
2023
Q4 | $284K | Hold |
914
| – | – | 0.13% | 61 |
|
|
2023
Q3 | $249K | Sell |
914
-125
| -12% | -$34K | 0.14% | 68 |
|
|
2023
Q2 | $294K | Sell |
1,039
-1,182
| -53% | -$334K | 0.15% | 65 |
|
|
2023
Q1 | $554K | Sell |
2,221
-1,015
| -31% | -$253K | 0.29% | 36 |
|
|
2022
Q4 | $690K | Buy |
3,236
+1,672
| +107% | +$356K | 0.39% | 30 |
|
|
2022
Q3 | $335K | Hold |
1,564
| – | – | 0.23% | 50 |
|
|
2022
Q2 | $349K | Buy |
+1,564
| New | +$349K | 0.23% | 50 |
|