CA
Cumberland Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86M | Sell |
15,658
-15
| -0.1% | -$6.58K | 2.89% | 9 |
|
|
2025
Q1 | $5.81M | Buy |
15,673
+48
| +0.3% | +$17.8K | 2.63% | 10 |
|
|
2024
Q4 | $6.41M | Buy |
15,625
+695
| +5% | +$285K | 2.56% | 10 |
|
|
2024
Q3 | $5.73M | Buy |
14,930
+3,460
| +30% | +$1.33M | 2.28% | 12 |
|
|
2024
Q2 | $4.29M | Buy |
11,470
+3,140
| +38% | +$1.17M | 1.76% | 13 |
|
|
2024
Q1 | $2.87M | Buy |
+8,330
| New | +$2.87M | 1.07% | 22 |
|