Fiduciary Family Office’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Hold
855
0.12% 140
2025
Q1
$317K Buy
+855
New +$317K 0.11% 153
2024
Q4
Sell
-988
Closed -$379K 238
2024
Q3
$379K Hold
988
0.13% 152
2024
Q2
$370K Hold
988
0.15% 149
2024
Q1
$340K Sell
988
-1,150
-54% -$396K 0.13% 156
2023
Q4
$665K Buy
+2,138
New +$665K 0.29% 81