M3 Advisory Group’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
$7.29M Buy
16,632
+706
+4% +$310K 5.04% 4
2025
Q1
$5.91M Sell
15,926
-188
-1% -$69.7K 4.67% 4
2024
Q4
$6.61M Buy
16,114
+1,178
+8% +$483K 4.74% 4
2024
Q3
$5.73M Buy
14,936
+533
+4% +$205K 4.21% 4
2024
Q2
$5.39M Buy
14,403
+859
+6% +$321K 4.44% 4
2024
Q1
$4.66M Buy
13,544
+2,733
+25% +$941K 4.22% 4
2023
Q4
$3.36M Buy
+10,811
New +$3.36M 3.94% 4