Northwest 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
$203K Buy
+462
New +$203K 0.28% 91
2024
Q4
Sell
-183
Closed -$70.3K 539
2024
Q3
$70.3K Buy
+183
New +$70.3K 0.06% 190
2024
Q1
Sell
-561
Closed -$174K 529
2023
Q4
$174K Buy
+561
New +$174K 0.15% 95