Alexis Investment Partners’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
$6.36M Sell
14,583
-1,667
-10% -$727K 2.74% 11
2025
Q1
$6.02M Buy
16,250
+810
+5% +$300K 2.88% 12
2024
Q4
$6.4M Buy
+15,440
New +$6.4M 3.13% 10