FOCUS Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

FOCUS Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Buy	5,623 +1	+0%	+$84	0.22%	48
2026 Q1	$409K	Hold	5,622	–	–	0.2%	48
2025 Q4	$457K	Hold	5,622	–	–	0.21%	48
2025 Q3	$450K	Hold	5,622	–	–	0.22%	47
2025 Q2	$411K	Hold	5,622	–	–	0.21%	48
2025 Q1	$348K	Buy	5,622 +396	+8%	+$26.7K	0.19%	47
2024 Q4	$357K	Hold	5,226	–	–	0.19%	49
2024 Q3	$334K	Hold	5,226	–	–	0.17%	50
2024 Q2	$326K	Buy	5,226 +114	+2%	+$6.65K	0.17%	49
2024 Q1	$293K	Hold	5,112	–	–	0.16%	48
2023 Q4	$265K	Hold	5,112	–	–	0.17%	50
2023 Q3	$232K	Hold	5,112	–	–	0.16%	57
2023 Q2	$241K	Hold	5,112	–	–	0.16%	51
2023 Q1	$213K	Buy	+5,112	New	+$199K	0.14%	61

Other funds holding VUG

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return