Capstone Financial Advisors’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
$257K Hold
2025
Q2
$235K Buy
2025
Q1
Sell
2024
Q4
$218K Buy
2021
Q4
Sell
2021
Q3
$212K Buy
2021
Q2
$209K Buy