CFA
Camarda Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
3,777
+1,156
| +44% | +$507K | 0.65% | 49 |
|
|
2025
Q1 | $972K | Buy |
2,621
+1,298
| +98% | +$481K | 0.44% | 60 |
|
|
2024
Q4 | $543K | Buy |
+1,323
| New | +$543K | 0.2% | 78 |
|
|
2018
Q4 | – | Sell |
-302
| Closed | -$49K | – | 239 |
|
|
2018
Q3 | $49K | Buy |
+302
| New | +$49K | 0.06% | 112 |
|
|
2014
Q1 | – | Sell |
-105
| Closed | -$10K | – | 230 |
|
|
2013
Q4 | $10K | Buy |
+105
| New | +$10K | 0.01% | 130 |
|