ORG Wealth Partners’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
$61.7K Sell
142
-411
-74% -$179K 0.01% 312
2025
Q1
$207K Buy
553
+205
+59% +$76.6K 0.06% 185
2024
Q4
$143K Buy
+348
New +$143K 0.04% 143