Cladis Investment Advisory’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
Q2
$574K Hold
2025
Q1
$486K Hold
2024
Q4
$538K Sell
2024
Q3
$505K Hold
2024
Q2
$492K Hold
2024
Q1
$453K Buy
2023
Q4
$403K Hold
2023
Q3
$353K Hold
2023
Q2
$366K Hold
2023
Q1
$323K Hold
2022
Q4
$276K Buy
2022
Q3
$271K Buy
2022
Q1
Sell
2021
Q4
$400K Buy