Barnes Wealth Management Group’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
$2.21M Sell
5,030
-231
-4% -$101K 1.3% 23
2025
Q1
$1.95M Sell
5,261
-388
-7% -$144K 1.25% 22
2024
Q4
$2.32M Buy
+5,649
New +$2.32M 1.55% 19