Frisch Financial Group’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 | $263K | Hold |
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|
2025
Q2 | $240K | Hold |
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|
2025
Q1 | $203K | Sell |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $380K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $313K | Buy |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $257K | Buy |
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