Colonial Trust Advisors’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
$705K Sell
2025
Q1
$665K Buy
2024
Q4
$601K Hold
2024
Q3
$562K Hold
2024
Q2
$548K Sell
2024
Q1
$561K Sell
2023
Q4
$541K Sell
2023
Q3
$874K Hold
2023
Q2
$908K Sell
2023
Q1
$1.05M Buy
2022
Q4
$892K Hold
2022
Q3
$895K Sell
2022
Q2
$951K Sell
2022
Q1
$1.25M Sell
2021
Q4
$1.56M Buy
2021
Q3
$601K Buy
2021
Q2
$563K Hold
2021
Q1
$504K Buy
2020
Q4
$241K Buy