Integris Wealth Management’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
$287K Sell
655
-335
-34% -$147K 0.07% 90
2025
Q1
$367K Hold
990
0.1% 69
2024
Q4
$406K Buy
990
+335
+51% +$137K 0.11% 64
2024
Q3
$251K Buy
+655
New +$251K 0.07% 89