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Oak Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Oak Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$295K Sell
672
-111
-14% -$48.7K 0.19% 49
2025
Q1 		$290K Hold
783
– – 0.21% 46
2024
Q4 		$321K Buy
+783
New +$321K 0.25% 47