Houlihan Financial Resource 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
$2.24M Sell
2025
Q2
$4.06M Buy
2025
Q1
$3.36M Sell
2024
Q4
$4.06M Sell
2024
Q3
$3.89M Buy
2024
Q2
Sell
2024
Q1
$3.62M Buy
2023
Q4
$3.25M Buy
2023
Q3
$2.81M Buy
2023
Q2
Sell
2023
Q1
$2.61M Buy
2022
Q4
$2.22M Buy
2022
Q3
$2.14M Buy
2020
Q3
$2.22M Buy
2020
Q1
$1.63M Buy
2019
Q4
$1.87M Buy