Oak Asset Management’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
$242K Hold
551
0.09% 96
2025
Q1
$204K Hold
551
0.07% 101
2024
Q4
$226K Hold
551
0.08% 96
2024
Q3
$212K Hold
551
0.07% 105
2024
Q2
$206K Buy
+551
New +$206K 0.08% 100