Oak Root 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
$23.5M Sell
2025
Q2
$22.1M Buy
2025
Q1
$14.7M Buy
2024
Q4
$11.7M Sell
2024
Q3
$12.7M Sell
2024
Q2
$12.4M Buy
2024
Q1
$11.3M Buy
2023
Q4
$8.7M Buy