Coordinated Financial Services’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
$529K Buy
1,208
+289
+31% +$127K 0.37% 81
2025
Q1
$341K Sell
919
-354
-28% -$131K 0.26% 102
2024
Q4
$522K Buy
+1,273
New +$522K 0.41% 73
2024
Q2
$523K Sell
1,397
-140
-9% -$52.4K 0.45% 65
2024
Q1
$529K Buy
+1,537
New +$529K 0.46% 63