Widmann 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 | $448K | Hold |
1,023
| – | – | 0.31% | 69 |
|
|
2025
Q1 | $379K | Sell |
1,023
-4
| -0.4% | -$1.48K | 0.29% | 72 |
|
|
2024
Q4 | $422K | Buy |
1,027
+283
| +38% | +$116K | 0.33% | 64 |
|
|
2024
Q3 | $286K | Buy |
744
+30
| +4% | +$11.5K | 0.22% | 81 |
|
|
2024
Q2 | $267K | Hold |
714
| – | – | 0.22% | 80 |
|
|
2024
Q1 | $246K | Sell |
714
-8
| -1% | -$2.75K | 0.21% | 84 |
|
|
2023
Q4 | $224K | Buy |
+722
| New | +$224K | 0.2% | 84 |
|
|
2023
Q3 | – | Sell |
-714
| Closed | -$202K | – | 88 |
|
|
2023
Q2 | $202K | Buy |
+714
| New | +$202K | 0.19% | 82 |
|