BlueStem Wealth Partners’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
$73.5M Sell
167,739
-70,261
-30% -$30.8M 9.03% 3
2025
Q1
$88.3M Buy
238,000
+29,178
+14% +$10.8M 12.03% 2
2024
Q4
$85.7M Buy
+208,822
New +$85.7M 11.25% 2