EFG
Embree Financial Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
7,832
+2,633
| +51% | +$1.15M | 0.52% | 43 |
|
|
2025
Q1 | $1.93M | Buy |
5,199
+1,356
| +35% | +$503K | 0.32% | 64 |
|
|
2024
Q4 | $1.58M | Buy |
3,843
+141
| +4% | +$57.9K | 0.27% | 66 |
|
|
2024
Q3 | $1.42M | Buy |
3,702
+32
| +0.9% | +$12.3K | 0.25% | 68 |
|
|
2024
Q2 | $1.37M | Sell |
3,670
-18
| -0.5% | -$6.73K | 0.26% | 69 |
|
|
2024
Q1 | $1.27M | Sell |
3,688
-187
| -5% | -$64.4K | 0.25% | 72 |
|
|
2023
Q4 | $1.2M | Buy |
+3,875
| New | +$1.2M | 0.25% | 74 |
|