LifeGoal Wealth Advisors’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
Q2
$7.96M Buy
18,167
+951
+6% +$417K 7.57% 4
2025
Q1
$6.38M Buy
17,216
+4,345
+34% +$1.61M 6.89% 4
2024
Q4
$5.28M Buy
+12,871
New +$5.28M 5.73% 3