Fi3 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 | $478K | Sell |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $750K | Buy |
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|
2024
Q3 | $676K | Buy |
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|
2024
Q2 | $658K | Buy |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $544K | Hold |
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|
2023
Q3 | $477K | Buy |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $757K | Sell |
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|
2022
Q4 | $907K | Buy |
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