HUB Investment Partners’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
2026 Q1	$5.25M	Buy	72,060 +57,348	+390%	+$4.46M	0.13%	146
2025 Q4	$1.2M	Sell	14,712 -3,984	-21%	-$323K	0.03%	273
2025 Q3	$1.49M	Buy	18,696 +5,382	+40%	+$411K	0.06%	227
2025 Q2	$973K	Sell	13,314 -3,090	-19%	-$203K	0.03%	272
2025 Q1	$1.01M	Buy	16,404 +4,446	+37%	+$300K	0.04%	230
2024 Q4	$818K	Buy	11,958 +1,020	+9%	+$68.5K	0.03%	237
2024 Q3	$700K	Sell	10,938 -744	-6%	-$46.1K	0.03%	246
2024 Q2	$728K	Buy	11,682 +4,314	+59%	+$252K	0.04%	229
2024 Q1	$423K	Buy	7,368 +1,944	+36%	+$107K	0.02%	305
2023 Q4	$281K	Buy	5,424 +816	+18%	+$39.4K	0.02%	325
2023 Q3	$209K	Buy	+4,608	New	+$218K	0.03%	242
2022 Q2	–	Sell	-7,374	Closed	-$354K	–	200
2022 Q1	$354K	Hold	7,374	–	–	0.1%	133
2021 Q4	$394K	Buy	7,374 +606	+9%	+$31.6K	0.09%	132
2021 Q3	$327K	Buy	6,768 +1,890	+39%	+$94.1K	0.09%	162
2021 Q2	$233K	Sell	4,878 -3,672	-43%	-$167K	0.06%	188
2021 Q1	$366K	Buy	+8,550	New	+$366K	0.11%	143