HFS
Hoge Financial Services’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.05M | Sell |
6,952
-44
| -0.6% | -$19.3K | 1.9% | 9 |
|
2025
Q1 | $2.59M | Sell |
6,996
-481
| -6% | -$178K | 1.81% | 12 |
|
2024
Q4 | $3.07M | Sell |
7,477
-42
| -0.6% | -$17.2K | 2.25% | 10 |
|
2024
Q3 | $2.89M | Sell |
7,519
-1,162
| -13% | -$446K | 2.17% | 10 |
|
2024
Q2 | $3.25M | Sell |
8,681
-984
| -10% | -$368K | 2.66% | 9 |
|
2024
Q1 | $3.33M | Buy |
9,665
+888
| +10% | +$306K | 2.72% | 9 |
|
2023
Q4 | $2.73M | Buy |
+8,777
| New | +$2.73M | 2.74% | 11 |
|