Cape Investment Advisory’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
Q2
$473K Sell
2025
Q1
$429K Buy
2024
Q4
$199K Buy
2024
Q3
$30.4K Sell
2024
Q2
$30K Hold
2024
Q1
$27.6K Sell
2023
Q4
$29.9K Sell
2023
Q3
$717K Sell
2023
Q2
$780K Sell
2023
Q1
$720K Buy