Monte Financial 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
2024
Q4
Sell
-541
Closed -$208K 87
2024
Q3
$208K Buy
+541
New +$208K 0.09% 83
2022
Q2
Sell
-771
Closed -$222K 86
2022
Q1
$222K Buy
+771
New +$222K 0.12% 78