Portland Financial Advisors’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
$497K Hold
1,134
1.19% 29
2025
Q1
$421K Hold
1,134
1.08% 37
2024
Q4
$465K Buy
+1,134
New +$465K 1.25% 26