FA
Fiducient Advisors’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.88M | Sell |
8,832
-140
| -2% | -$61.5K | 0.47% | 38 |
|
2025
Q1 | $3.33M | Buy |
8,972
+5,756
| +179% | +$2.13M | 0.42% | 34 |
|
2024
Q4 | $1.32M | Sell |
3,216
-196
| -6% | -$80.5K | 0.16% | 60 |
|
2024
Q3 | $1.31M | Buy |
3,412
+246
| +8% | +$94.4K | 0.15% | 58 |
|
2024
Q2 | $1.18M | Buy |
+3,166
| New | +$1.18M | 0.16% | 56 |
|
2023
Q1 | – | Sell |
-1,683
| Closed | -$359K | – | 163 |
|
2022
Q4 | $359K | Buy |
+1,683
| New | +$359K | 0.11% | 120 |
|
2022
Q3 | – | Sell |
-1,356
| Closed | -$302K | – | 83 |
|
2022
Q2 | $302K | Sell |
1,356
-680
| -33% | -$151K | 0.11% | 68 |
|
2022
Q1 | $595K | Buy |
+2,036
| New | +$595K | 0.22% | 35 |
|