Balanced Rock Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Balanced Rock 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
2026 Q1	$515K	Buy
2025 Q4	$572K	Sell
2025 Q3	$636K	Sell
2025 Q2	$610K	Sell
2025 Q1	$702K	Buy
2024 Q4	$766K	Buy
2024 Q3	$695K	Sell
2024 Q2	$711K	Buy
2024 Q1	$492K	Buy