Marshall Investment Management’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
Sell
-685
Closed -$254K 230
2025
Q1
$254K Sell
685
-693
-50% -$257K 0.16% 62
2024
Q4
$529K Buy
+1,378
New +$529K 0.31% 50