American Financial & Tax Strategies’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
$644K Hold
1,469
0.33% 62
2025
Q1
$545K Sell
1,469
-5
-0.3% -$1.85K 0.29% 63
2024
Q4
$605K Hold
1,474
0.31% 61
2024
Q3
$566K Hold
1,474
0.29% 65
2024
Q2
$551K Sell
1,474
-26
-2% -$9.73K 0.29% 66
2024
Q1
$516K Sell
1,500
-206
-12% -$70.9K 0.28% 67
2023
Q4
$530K Buy
+1,706
New +$530K 0.3% 67