Evernest Financial Advisors’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
2025
Q2
$294K Hold
2025
Q1
$248K Sell
2024
Q4
$476K Buy
2024
Q3
$445K Sell
2024
Q2
$470K Hold
2024
Q1
$405K Sell
2023
Q4
$465K Buy
2021
Q4
$424K Buy