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	-4,638	Closed	-$377K	–	273
2025 Q4	$377K	Sell	4,638 -44,196	-91%	-$3.59M	0.03%	214
2025 Q3	$3.9M	Buy	48,834 +600	+1%	+$45.9K	0.26%	91
2025 Q2	$3.52M	Hold	48,234	–	–	0.26%	94
2025 Q1	$2.98M	Buy	48,234 +2,940	+6%	+$198K	0.25%	94
2024 Q4	$3.1M	Sell	45,294 -3,090	-6%	-$208K	0.26%	93
2024 Q3	$3.1M	Hold	48,384	–	–	0.27%	89
2024 Q2	$3.02M	Hold	48,384	–	–	0.3%	80
2024 Q1	$2.78M	Sell	48,384 -390	-0.8%	-$21.4K	0.29%	82
2023 Q4	$2.53M	Buy	48,774 +396	+0.8%	+$19.1K	0.29%	86
2023 Q3	$2.2M	Sell	48,378 -414	-0.8%	-$19.6K	0.29%	86
2023 Q2	$2.3M	Buy	48,792 +2,970	+6%	+$129K	0.3%	85
2023 Q1	$1.9M	Buy	45,822 +25,230	+123%	+$981K	0.27%	95
2022 Q4	$731K	Buy	+20,592	New	+$758K	0.12%	140