CBA
Coastal Bridge Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
+24,532
| New | +$10.8M | 0.89% | 23 |
|
|
2025
Q1 | – | Sell |
-18,613
| Closed | -$7.64M | – | 399 |
|
|
2024
Q4 | $7.64M | Buy |
18,613
+1,646
| +10% | +$676K | 1.92% | 13 |
|
|
2024
Q3 | $6.51M | Buy |
16,967
+5,943
| +54% | +$2.28M | 1.61% | 15 |
|
|
2024
Q2 | $4.12M | Buy |
11,024
+294
| +3% | +$110K | 1.02% | 23 |
|
|
2024
Q1 | $3.69M | Buy |
10,730
+3,337
| +45% | +$1.15M | 0.85% | 25 |
|
|
2023
Q4 | $2.3M | Buy |
7,393
+1,305
| +21% | +$406K | 0.59% | 34 |
|
|
2023
Q3 | $1.66M | Buy |
+6,088
| New | +$1.66M | 0.44% | 37 |
|