Winch Advisory 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 | $918K | Buy |
2,094
+189
| +10% | +$82.9K | 0.22% | 48 |
|
|
2025
Q1 | $706K | Buy |
1,905
+43
| +2% | +$15.9K | 0.19% | 56 |
|
|
2024
Q4 | $764K | Buy |
1,862
+105
| +6% | +$43.1K | 0.2% | 51 |
|
|
2024
Q3 | $675K | Buy |
1,757
+774
| +79% | +$297K | 0.19% | 54 |
|
|
2024
Q2 | $368K | Buy |
983
+365
| +59% | +$136K | 0.11% | 67 |
|
|
2024
Q1 | $213K | Buy |
618
+202
| +49% | +$69.5K | 0.06% | 79 |
|
|
2023
Q4 | $129K | Buy |
416
+200
| +93% | +$62.2K | 0.04% | 98 |
|
|
2023
Q3 | $59K | Buy |
216
+95
| +79% | +$25.9K | 0.02% | 125 |
|
|
2023
Q2 | $34K | Hold |
121
| – | – | 0.01% | 157 |
|
|
2023
Q1 | $30K | Sell |
121
-78
| -39% | -$19.3K | 0.01% | 162 |
|
|
2022
Q4 | $42K | Buy |
199
+62
| +45% | +$13.1K | 0.02% | 135 |
|
|
2022
Q3 | $29K | Buy |
137
+64
| +88% | +$13.5K | 0.01% | 143 |
|
|
2022
Q2 | $16K | Sell |
73
-1
| -1% | -$219 | 0.01% | 198 |
|
|
2022
Q1 | $21K | Hold |
74
| – | – | 0.01% | 201 |
|
|
2021
Q4 | $24K | Sell |
74
-35
| -32% | -$11.4K | 0.01% | 188 |
|
|
2021
Q3 | $32K | Hold |
109
| – | – | 0.01% | 164 |
|
|
2021
Q2 | $31K | Hold |
109
| – | – | 0.01% | 159 |
|
|
2021
Q1 | $28K | Buy |
109
+75
| +221% | +$19.3K | 0.01% | 158 |
|
|
2020
Q4 | $9K | Hold |
34
| – | – | ﹤0.01% | 243 |
|
|
2020
Q3 | $8K | Hold |
34
| – | – | ﹤0.01% | 232 |
|
|
2020
Q2 | $7K | Hold |
34
| – | – | ﹤0.01% | 237 |
|
|
2020
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 232 |
|
|
2019
Q4 | $6K | Sell |
34
-181
| -84% | -$31.9K | ﹤0.01% | 249 |
|
|
2019
Q3 | $36K | Buy |
+215
| New | +$36K | 0.02% | 122 |
|
|
2017
Q3 | – | Sell |
-25,173
| Closed | -$3.2M | – | 323 |
|
|
2017
Q2 | $3.2M | Buy |
25,173
+2,303
| +10% | +$293K | 2.01% | 20 |
|
|
2017
Q1 | $2.78M | Buy |
+22,870
| New | +$2.78M | 1.77% | 23 |
|
|
2015
Q3 | – | Sell |
-20,366
| Closed | -$2.18M | – | 290 |
|
|
2015
Q2 | $2.18M | Buy |
20,366
+20,338
| +72,636% | +$2.18M | 1.19% | 25 |
|
|
2015
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 248 |
|
|
2014
Q3 | – | Sell |
-379
| Closed | -$38K | – | 269 |
|
|
2014
Q2 | $38K | Buy |
379
+1
| +0.3% | +$100 | 0.02% | 97 |
|
|
2014
Q1 | $35K | Buy |
+378
| New | +$35K | 0.02% | 114 |
|