BankPlus Trust Department’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
$838K Hold
1,912
0.25% 84
2025
Q1
$709K Sell
1,912
-110
-5% -$40.8K 0.24% 83
2024
Q4
$830K Buy
+2,022
New +$830K 0.27% 77