Baron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $243K | Sell |
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|
2025
Q3 | $259K | Hold |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $280K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $116K | Hold |
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|
2022
Q1 | $149K | Hold |
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|
2021
Q4 | $167K | Hold |
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|
2021
Q3 | $151K | Hold |
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|
2021
Q2 | $149K | Buy |
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|
2021
Q1 | $128K | Sell |
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|
2020
Q4 | $137K | Hold |
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|
2020
Q3 | $123K | Buy |
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