Epic Trust Investment 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
2023
Q3
Sell
-980
Closed -$277K 106
2023
Q2
$277K Sell
980
-171
-15% -$48.4K 0.39% 66
2023
Q1
$287K Buy
+1,151
New +$287K 0.35% 80