Adapt Wealth Advisors’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
Q2
$351K Hold
2025
Q1
$297K Hold
2024
Q4
$329K Hold
2024
Q3
$308K Sell
2024
Q2
$301K Hold
2024
Q1
$277K Buy