Morling Financial Advisors’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
Q2
Sell
2025
Q1
$311K Sell
2024
Q4
$406K Buy
2024
Q1
Sell
2023
Q4
$7.77K Buy