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Charis Legacy Partners’s Vanguard Growth ETF VUG Stock Holding History

Charis Legacy Partners’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$985K Buy
2,247
+39
+2% +$17.1K 1.62% 14
2025
Q1 		$819K Buy
2,208
+195
+10% +$72.3K 1.55% 13
2024
Q4 		$826K Buy
+2,013
New +$826K 1.69% 13