ORL
Oak Root LLC’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
50,306
+10,684
| +27% | +$4.68M | 2.73% | 6 |
|
|
2025
Q1 | $14.7M | Buy |
39,622
+11,031
| +39% | +$4.09M | 1.97% | 7 |
|
|
2024
Q4 | $11.7M | Sell |
28,591
-4,392
| -13% | -$1.8M | 1.53% | 8 |
|
|
2024
Q3 | $12.7M | Sell |
32,983
-83
| -0.3% | -$31.9K | 1.6% | 9 |
|
|
2024
Q2 | $12.4M | Buy |
33,066
+235
| +0.7% | +$87.9K | 1.65% | 8 |
|
|
2024
Q1 | $11.3M | Buy |
32,831
+4,854
| +17% | +$1.67M | 1.51% | 9 |
|
|
2023
Q4 | $8.7M | Buy |
+27,977
| New | +$8.7M | 1.31% | 8 |
|