LGT Financial Advisors’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
2025
Q3
$167K Hold
2025
Q2
$153K Hold
2025
Q1
$130K Hold
2024
Q4
$143K Buy
2024
Q3
$115K Buy
2024
Q2
$112K Hold
2024
Q1
$103K Hold
2023
Q4
$92.6K Buy
2023
Q3
$80.9K Hold
2023
Q2
$84K Buy
2023
Q1
Sell
2022
Q4
$63K Buy