Meridian Financial’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
$800K Buy
2025
Q2
$701K Buy
2025
Q1
$586K Buy
2024
Q4
$642K Buy
2024
Q3
$579K Hold
2024
Q2
$564K Buy
2024
Q1
$451K Buy
2023
Q4
$395K Buy
2023
Q3
$286K Buy
2023
Q2
$291K Hold
2023
Q1
$257K Hold
2022
Q4
$220K Buy
2022
Q2
Sell
2022
Q1
$241K Hold
2021
Q4
$269K Buy