MSWA
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Marshall & Sterling Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.83M Sell
11,095
-3,137
-22% -$1.37M 3.27% 7
2025
Q1 		$5.28M Sell
14,232
-4,612
-24% -$1.71M 3.59% 6
2024
Q4 		$7.73M Buy
+18,844
New +$7.73M 5.34% 3