Edge Financial Advisors’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
$3.92M Sell
8,941
-40
-0.4% -$17.5K 2.06% 12
2025
Q1
$3.33M Buy
8,981
+175
+2% +$64.9K 2.1% 11
2024
Q4
$3.61M Sell
8,806
-23
-0.3% -$9.44K 3.23% 4
2024
Q3
$3.39M Buy
+8,829
New +$3.39M 3% 3
2024
Q1
$3.07M Buy
+8,911
New +$3.07M 2.7% 4