Dan Polen - Polen Capital Management
Holding/activity history for Vanguard Growth ETF (VUG)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 96,180 | 0.05 | Reduce 51.61% | 0.04 | $72.80 | $7,001,827 | SEC |
| 2025 Q4 | 198,744 | 0.07 | Add 184.94% | 0.05 | $81.31 | $16,159,762 | SEC |
| 2025 Q3 | 69,750 | 0.02 | Reduce 9.93% | <0.01 | $79.94 | $5,575,590 | SEC |
| 2025 Q2 | 77,442 | 0.02 | Reduce 11.53% | <0.01 | $73.07 | $5,658,519 | SEC |
| 2025 Q1 | 87,534 | 0.02 | Reduce 62.64% | 0.03 | $61.80 | $5,409,833 | SEC |
| 2024 Q4 | 234,276 | 0.04 | Add 182.66% | 0.03 | $68.41 | $16,026,137 | SEC |
| 2024 Q3 | 82,884 | 0.01 | Buy | 0.01 | $63.99 | $5,303,600 | SEC |
| 2024 Q1 | 0 | 0.00 | Sell 100.00% | 0.01 | SEC | ||
| 2023 Q4 | 50,472 | 0.01 | Add 21.26% | <0.01 | $51.81 | $2,614,972 | SEC |
| 2023 Q3 | 41,622 | <0.01 | Add 147.04% | <0.01 | $45.39 | $1,889,116 | SEC |
| 2023 Q2 | 16,848 | <0.01 | Buy | <0.01 | $47.16 | $794,547 | SEC |