Gries Financial’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
$836K Buy
1,906
+456
+31% +$200K 0.15% 132
2025
Q1
$538K Buy
1,450
+365
+34% +$135K 0.1% 156
2024
Q4
$445K Sell
1,085
-67
-6% -$27.5K 0.08% 174
2024
Q3
$442K Buy
1,152
+123
+12% +$47.2K 0.08% 169
2024
Q2
$385K Sell
1,029
-854
-45% -$319K 0.08% 164
2024
Q1
$648K Buy
1,883
+556
+42% +$191K 0.11% 150
2023
Q4
$413K Buy
+1,327
New +$413K 0.09% 144