Colonial Trust’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
$884K Buy
2025
Q1
$643K Buy
2024
Q4
$683K Buy
2024
Q3
$613K Buy
2024
Q2
$594K Sell
2024
Q1
$552K Sell
2023
Q4
$528K Sell
2023
Q3
$478K Buy
2023
Q2
$490K Sell
2023
Q1
$516K Hold
2022
Q4
$441K Sell
2022
Q3
$453K Buy