Client 1st Advisory Group’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
$402K Buy
918
+44
+5% +$19.3K 0.15% 76
2025
Q1
$324K Hold
874
0.13% 88
2024
Q4
$359K Buy
+874
New +$359K 0.14% 79