Alera Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Alera Investment Advisors’s Portfolio VUG Stock Details VUG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$274K	Hold
2024 Q2	$267K	Buy
2024 Q1	$228K	Hold
2023 Q4	$206K	Buy
2022 Q1	–	Sell
2021 Q4	$213K	Buy
2021 Q1	–	Sell
2020 Q4	$259K	Buy
2019 Q2	–	Sell
2019 Q1	$110K	Sell
2018 Q4	$101K	Buy