Castleview Partners’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
$676K Buy
2025
Q2
Sell
2025
Q1
$271K Buy
2024
Q4
$23.8K Hold
2024
Q3
$22.3K Hold
2024
Q2
$21.7K Hold
2024
Q1
$20K Hold
2023
Q4
$18K Buy
2023
Q3
$10.1K Sell
2023
Q2
$13.9K Sell
2023
Q1
$142K Sell
2022
Q4
$127K Sell
2022
Q3
$129K Buy
2022
Q2
$11.2K Sell
2022
Q1
$148K Sell
2021
Q4
$499 Buy
2021
Q2
$11K Buy