Fiduciary Financial Group’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
$1.3M Hold
2,998
0.24% 62
2025
Q1
$1.06M Sell
2,998
-242
-7% -$85.5K 0.23% 61
2024
Q4
$1.32M Buy
3,240
+40
+1% +$16.3K 0.29% 51
2024
Q3
$1.23M Hold
3,200
0.28% 53
2024
Q2
$1.24M Buy
+3,200
New +$1.24M 0.3% 52