Carson Advisory’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
$233K Buy
+531
New +$233K 0.15% 154
2025
Q1
Sell
-531
Closed -$218K 172
2024
Q4
$218K Sell
531
-20
-4% -$8.21K 0.15% 145
2024
Q3
$212K Hold
551
0.13% 164
2024
Q2
$206K Buy
+551
New +$206K 0.14% 154