KMG Fiduciary 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
Sell
2025
Q4
$377K Sell
2025
Q3
$3.9M Buy
2025
Q2
$3.52M Hold
2025
Q1
$2.98M Buy
2024
Q4
$3.1M Sell
2024
Q3
$3.1M Hold
2024
Q2
$3.02M Hold
2024
Q1
$2.78M Sell
2023
Q4
$2.53M Buy
2023
Q3
$2.2M Sell
2023
Q2
$2.3M Buy
2023
Q1
$1.9M Buy
2022
Q4
$731K Buy