EFG
Ethos 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 | $1.95M | Sell |
4,437
-19,130
| -81% | -$8.39M | 0.17% | 120 |
|
|
2025
Q1 | $9.53M | Buy |
23,567
+135
| +0.6% | +$54.6K | 0.91% | 28 |
|
|
2024
Q4 | $9.62M | Buy |
+23,432
| New | +$9.62M | 1.25% | 22 |
|
|
2024
Q3 | – | Sell |
-1,120
| Closed | -$419K | – | 326 |
|
|
2024
Q2 | $419K | Buy |
+1,120
| New | +$419K | 0.07% | 159 |
|
|
2024
Q1 | – | Sell |
-25,314
| Closed | -$7.87M | – | 308 |
|
|
2023
Q4 | $7.87M | Buy |
25,314
+24,414
| +2,713% | +$7.59M | 1.67% | 16 |
|
|
2023
Q3 | $245K | Buy |
+900
| New | +$245K | 0.06% | 149 |
|