Kingswood Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Kingswood Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.43M	Buy
2025 Q2	$3.72M	Buy
2025 Q1	$3M	Sell
2024 Q4	$3.34M	Buy
2024 Q3	$2.05M	Buy
2024 Q2	$1.2M	Buy
2024 Q1	$1.01M	Buy
2023 Q4	$723K	Buy