My Personal CFO LLC’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
$405K Buy
2025
Q2
$296K Hold
2025
Q1
$250K Buy
2024
Q4
$277K Buy
2024
Q3
$258K Sell
2024
Q2
$259K Hold
2024
Q1
$238K Buy
2023
Q4
$215K Buy