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 |
|