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Claris Financial’s Vanguard Growth ETF VUG Stock Holding History

Claris Financial’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 		$6.18M Sell
14,103
-7,923
-36% -$3.47M 4.66% 3
2025
Q1 		$9.04M Hold
22,026
– – 5.94% 3
2024
Q4 		$9.04M Buy
+22,026
New +$9.04M 5.94% 3