Empire Financial Management Company’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$655K	Sell	8,994 -72	-0.8%	-$5.6K	0.15%	139
2025 Q4	$737K	Hold	9,066	–	–	0.16%	128
2025 Q3	$725K	Buy	9,066 +114	+1%	+$8.71K	0.17%	130
2025 Q2	$654K	Buy	8,952 +882	+11%	+$58.1K	0.19%	126
2025 Q1	$499K	Sell	8,070 -462	-5%	-$31.1K	0.15%	143
2024 Q4	$584K	Buy	8,532 +252	+3%	+$16.9K	0.18%	133
2024 Q3	$530K	Hold	8,280	–	–	0.16%	144
2024 Q2	$516K	Buy	8,280 +564	+7%	+$32.9K	0.17%	140
2024 Q1	$443K	Buy	7,716 +48	+0.6%	+$2.64K	0.15%	150
2023 Q4	$397K	Sell	7,668 -816	-10%	-$39.4K	0.16%	144
2023 Q3	$385K	Sell	8,484 -1,110	-12%	-$52.4K	0.17%	138
2023 Q2	$452K	Sell	9,594 -348	-4%	-$15.1K	0.18%	127
2023 Q1	$413K	Buy	+9,942	New	+$387K	0.17%	136