HIW
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Holos Integrated Wealth’s Vanguard Growth ETF VUG Stock Holding History

Holos Integrated Wealth’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.58M Sell
3,433
-275
-7% -$126K 0.95% 21
2025
Q1 		$1.37M Sell
3,708
-296
-7% -$110K 0.9% 21
2024
Q4 		$1.64M Buy
+4,004
New +$1.64M 1.12% 19