L.J. Altfest & Co’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
Q1
Sell
-767
Closed -$315K 367
2024
Q4
$315K Hold
767
0.04% 262
2024
Q3
$295K Buy
+767
New +$295K 0.04% 279