Cascade Financial Partners’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 | $557K | Hold |
1,272
| – | – | 0.07% | 155 |
|
|
2025
Q1 | $472K | Buy |
1,272
+292
| +30% | +$108K | 0.06% | 158 |
|
|
2024
Q4 | $402K | Sell |
980
-20
| -2% | -$8.21K | 0.05% | 161 |
|
|
2024
Q3 | $394K | Sell |
1,000
-40
| -4% | -$15.7K | 0.05% | 161 |
|
|
2024
Q2 | $389K | Hold |
1,040
| – | – | 0.05% | 159 |
|
|
2024
Q1 | $355K | Buy |
+1,040
| New | +$355K | 0.05% | 163 |
|