Morling Financial Advisors’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	-840	Closed	-$311K	–	128
2025 Q1	$311K	Sell	840 -150	-15%	-$55.6K	0.11%	67
2024 Q4	$406K	Buy	+990	New	+$406K	0.14%	50
2024 Q1	–	Sell	-25	Closed	-$7.77K	–	110
2023 Q4	$7.77K	Buy	+25	New	+$7.77K	0.01%	77