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
2025
Q3
$259K Hold
2025
Q2
$236K Sell
2025
Q1
$215K Sell
2024
Q4
$280K Buy
2022
Q3
Sell
2022
Q2
$116K Hold
2022
Q1
$149K Hold
2021
Q4
$167K Hold
2021
Q3
$151K Hold
2021
Q2
$149K Buy
2021
Q1
$128K Sell
2020
Q4
$137K Hold
2020
Q3
$123K Buy