YHB Investment Advisors’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 | $767K | Sell |
1,750
-46
| -3% | -$20.2K | 0.06% | 178 |
|
|
2025
Q1 | $666K | Buy |
1,796
+47
| +3% | +$17.4K | 0.06% | 184 |
|
|
2024
Q4 | $718K | Sell |
1,749
-242
| -12% | -$99.3K | 0.06% | 170 |
|
|
2024
Q3 | $764K | Buy |
1,991
+31
| +2% | +$11.9K | 0.06% | 167 |
|
|
2024
Q2 | $733K | Buy |
1,960
+237
| +14% | +$88.6K | 0.06% | 166 |
|
|
2024
Q1 | $593K | Buy |
1,723
+89
| +5% | +$30.6K | 0.05% | 182 |
|
|
2023
Q4 | $508K | Hold |
1,634
| – | – | 0.05% | 188 |
|
|
2023
Q3 | $445K | Buy |
1,634
+30
| +2% | +$8.17K | 0.04% | 196 |
|
|
2023
Q2 | $454K | Buy |
1,604
+30
| +2% | +$8.49K | 0.04% | 195 |
|
|
2023
Q1 | $393K | Hold |
1,574
| – | – | 0.04% | 203 |
|
|
2022
Q4 | $335K | Buy |
1,574
+15
| +1% | +$3.2K | 0.04% | 212 |
|
|
2022
Q3 | $334K | Hold |
1,559
| – | – | 0.04% | 215 |
|
|
2022
Q2 | $347K | Hold |
1,559
| – | – | 0.04% | 212 |
|
|
2022
Q1 | $448K | Hold |
1,559
| – | – | 0.04% | 201 |
|
|
2021
Q4 | $500K | Hold |
1,559
| – | – | 0.04% | 212 |
|
|
2021
Q3 | $452K | Hold |
1,559
| – | – | 0.04% | 204 |
|
|
2021
Q2 | $447K | Hold |
1,559
| – | – | 0.04% | 208 |
|
|
2021
Q1 | $431K | Sell |
1,559
-181
| -10% | -$50K | 0.04% | 209 |
|
|
2020
Q4 | $441K | Buy |
+1,740
| New | +$441K | 0.04% | 203 |
|