Apexium Financial’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
$4.63M Hold
2025
Q1
$3.91M Buy
2024
Q4
$4.27M Buy
2024
Q3
$3.95M Sell
2024
Q2
$4.14M Buy
2024
Q1
$3.77M Buy
2023
Q4
$2.73M Sell
2023
Q3
$2.47M Buy
2023
Q2
$2.55M Sell
2023
Q1
$2.29M Sell
2022
Q4
$2.19M Buy
2022
Q3
$2.18M Buy
2022
Q2
$989K Buy
2022
Q1
$779K Sell
2021
Q4
$858K Buy
2021
Q3
$770K Hold
2021
Q2
$761K Hold
2021
Q1
$682K Hold
2020
Q4
$672K Sell
2020
Q3
$691K Hold
2020
Q2
$614K Hold
2020
Q1
$476K Sell
2019
Q4
$655K Buy