Empire Financial Management Company’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
$654K Buy
1,492
+147
+11% +$64.4K 0.19% 126
2025
Q1
$499K Sell
1,345
-77
-5% -$28.6K 0.15% 143
2024
Q4
$584K Buy
1,422
+42
+3% +$17.2K 0.18% 133
2024
Q3
$530K Hold
1,380
0.16% 144
2024
Q2
$516K Buy
1,380
+94
+7% +$35.2K 0.17% 140
2024
Q1
$443K Buy
1,286
+8
+0.6% +$2.75K 0.15% 150
2023
Q4
$397K Sell
1,278
-136
-10% -$42.3K 0.16% 144
2023
Q3
$385K Sell
1,414
-185
-12% -$50.4K 0.17% 138
2023
Q2
$452K Sell
1,599
-58
-4% -$16.4K 0.18% 127
2023
Q1
$413K Buy
+1,657
New +$413K 0.17% 136