White Lighthouse Investment Management’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 | $106M | Buy |
241,727
+8,313
| +4% | +$3.64M | 17.24% | 1 |
|
|
2025
Q1 | $86.6M | Sell |
233,414
-1,169
| -0.5% | -$433K | 15.46% | 1 |
|
|
2024
Q4 | $96.3M | Sell |
234,583
-749
| -0.3% | -$307K | 16.92% | 1 |
|
|
2024
Q3 | $90.3M | Sell |
235,332
-145
| -0.1% | -$55.6K | 16.2% | 1 |
|
|
2024
Q2 | $88M | Buy |
235,477
+1,123
| +0.5% | +$420K | 16.98% | 1 |
|
|
2024
Q1 | $80.6M | Sell |
234,354
-43
| -0% | -$14.8K | 16.38% | 1 |
|
|
2023
Q4 | $72.9M | Buy |
234,397
+1,409
| +0.6% | +$438K | 15.95% | 1 |
|
|
2023
Q3 | $63.4M | Sell |
232,988
-7,465
| -3% | -$2.03M | 15.4% | 1 |
|
|
2023
Q2 | $68M | Sell |
240,453
-12,505
| -5% | -$3.54M | 16.24% | 1 |
|
|
2023
Q1 | $63.1M | Buy |
252,958
+5,139
| +2% | +$1.28M | 15.9% | 1 |
|
|
2022
Q4 | $52.8M | Buy |
247,819
+1,617
| +0.7% | +$345K | 14.35% | 1 |
|
|
2022
Q3 | $52.7M | Buy |
246,202
+11,360
| +5% | +$2.43M | 15.34% | 1 |
|
|
2022
Q2 | $52.3M | Buy |
234,842
+20,003
| +9% | +$4.46M | 14.98% | 1 |
|
|
2022
Q1 | $61.8M | Buy |
214,839
+18,628
| +9% | +$5.36M | 15.72% | 1 |
|
|
2021
Q4 | $63M | Buy |
196,211
+3,508
| +2% | +$1.13M | 15.69% | 1 |
|
|
2021
Q3 | $55.9M | Buy |
192,703
+1,136
| +0.6% | +$330K | 15% | 1 |
|
|
2021
Q2 | $54.9M | Buy |
191,567
+6,589
| +4% | +$1.89M | 15.05% | 1 |
|
|
2021
Q1 | $47.5M | Buy |
184,978
+5,780
| +3% | +$1.49M | 14.55% | 1 |
|
|
2020
Q4 | $45.4M | Sell |
179,198
-292
| -0.2% | -$74K | 14.49% | 1 |
|
|
2020
Q3 | $40.9M | Sell |
179,490
-4,905
| -3% | -$1.12M | 14.14% | 1 |
|
|
2020
Q2 | $37.3M | Buy |
184,395
+8,393
| +5% | +$1.7M | 13.68% | 1 |
|
|
2020
Q1 | $27.6M | Buy |
176,002
+20,065
| +13% | +$3.14M | 11.54% | 1 |
|
|
2019
Q4 | $28.4M | Buy |
155,937
+12,979
| +9% | +$2.36M | 10.42% | 1 |
|
|
2019
Q3 | $23.8M | Buy |
142,958
+10,282
| +8% | +$1.71M | 9.57% | 1 |
|
|
2019
Q2 | $21.7M | Buy |
132,676
+21,940
| +20% | +$3.58M | 9.05% | 1 |
|
|
2019
Q1 | $17.3M | Buy |
110,736
+26,395
| +31% | +$4.13M | 7.95% | 1 |
|
|
2018
Q4 | $11.3M | Buy |
84,341
+7,865
| +10% | +$1.06M | 6.22% | 3 |
|
|
2018
Q3 | $12.3M | Buy |
76,476
+3,240
| +4% | +$522K | 6.28% | 2 |
|
|
2018
Q2 | $11M | Buy |
73,236
+8,718
| +14% | +$1.31M | 6.02% | 3 |
|
|
2018
Q1 | $9.15M | Buy |
64,518
+533
| +0.8% | +$75.6K | 5.25% | 3 |
|
|
2017
Q4 | $9M | Buy |
+63,985
| New | +$9M | 5.17% | 3 |
|