Zhang Financial’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.9M | Buy |
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|
2025
Q2 | $10.8M | Buy |
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|
2025
Q1 | $5.29M | Buy |
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|
2024
Q4 | $4.16M | Buy |
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|
2024
Q3 | $3.88M | Hold |
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|
2024
Q2 | $3.78M | Hold |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $3.26M | Sell |
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|
2023
Q3 | $2.87M | Hold |
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|
2023
Q2 | $2.98M | Buy |
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|
2023
Q1 | $2.63M | Hold |
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|
2022
Q4 | $2.25M | Buy |
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|
2022
Q3 | $550K | Hold |
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|
2022
Q2 | $573K | Sell |
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|
2022
Q1 | $785K | Buy |
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|
2021
Q4 | $745K | Hold |
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|
2021
Q3 | $673K | Hold |
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|
2021
Q2 | $665K | Sell |
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|
2021
Q1 | $619K | Buy |
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|
2020
Q4 | $556K | Sell |
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|
2020
Q3 | $514K | Buy |
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|
2020
Q2 | $385K | Hold |
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|
2020
Q1 | $298K | Hold |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $316K | Hold |
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|
2019
Q2 | $311K | Buy |
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