Williamson Legacy 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 | $279K | Sell |
637
-23
| -3% | -$10.1K | 0.24% | 96 |
|
|
2025
Q1 | $245K | Sell |
660
-106
| -14% | -$39.3K | 0.23% | 97 |
|
|
2024
Q4 | $314K | Sell |
766
-499
| -39% | -$205K | 0.21% | 100 |
|
|
2024
Q3 | $486K | Buy |
1,265
+79
| +7% | +$30.3K | 0.32% | 85 |
|
|
2024
Q2 | $444K | Buy |
+1,186
| New | +$444K | 0.33% | 78 |
|
|
2024
Q1 | – | Sell |
-1,133
| Closed | -$352K | – | 88 |
|
|
2023
Q4 | $352K | Buy |
+1,133
| New | +$352K | 0.33% | 74 |
|