Family Management’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
Q3
$28.8K Hold
2025
Q2
$26.3K Hold
2025
Q1
$22.2K Hold
2024
Q4
$24.6K Hold
2024
Q3
$23K Hold
2024
Q2
$22.4K Hold
2024
Q1
$20.7K Buy
2020
Q1
Sell
2019
Q4
$52K Hold
2019
Q3
$47K Hold
2019
Q2
$47K Buy