Capital Advisors Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Capital Advisors Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$763K	Buy
2025 Q2	$594K	Sell
2025 Q1	$505K	Sell
2024 Q4	$609K	Sell
2024 Q3	$571K	Buy
2024 Q2	$493K	Sell
2024 Q1	$457K	Sell
2023 Q4	$414K	Buy
2023 Q3	$349K	Buy
2023 Q2	$312K	Buy