EFG Asset Management (Americas)’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
$434K Sell
989
-442
-31% -$194K 0.08% 130
2025
Q1
$531K Sell
1,431
-4,975
-78% -$1.84M 0.11% 128
2024
Q4
$2.63M Sell
6,406
-1,950
-23% -$800K 0.51% 65
2024
Q3
$3.21M Buy
+8,356
New +$3.21M 0.63% 54
2019
Q1
Sell
-2,202
Closed -$296K 122
2018
Q4
$296K Hold
2,202
0.11% 98
2018
Q3
$355K Sell
2,202
-4,984
-69% -$804K 0.1% 96
2018
Q2
$1.08M Hold
7,186
0.33% 78
2018
Q1
$1.02M Hold
7,186
0.42% 55
2017
Q4
$1.01M Hold
7,186
0.37% 63
2017
Q3
$954K Sell
7,186
-261
-4% -$34.7K 0.36% 63
2017
Q2
$946K Buy
7,447
+240
+3% +$30.5K 0.36% 69
2017
Q1
$877K Buy
+7,207
New +$877K 0.34% 74
2016
Q4
Sell
-133
Closed -$15K 125
2016
Q3
$15K Buy
+133
New +$15K 0.01% 114