Forum Financial Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.63M | Buy |
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|
2025
Q2 | $3.31M | Buy |
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|
2025
Q1 | $2.68M | Buy |
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|
2024
Q4 | $2.87M | Buy |
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|
2024
Q3 | $2.68M | Buy |
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|
2024
Q2 | $2.55M | Buy |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $2.18M | Sell |
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|
2023
Q2 | $2.35M | Buy |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.49M | Buy |
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