Powell Investment Advisors’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
2026 Q1	$2.09M	Buy	28,764 +6	+0%	+$467	0.72%	23
2025 Q4	$2.34M	Sell	28,758 -744	-3%	-$60.4K	0.8%	21
2025 Q3	$2.36M	Buy	29,502 +12	+0%	+$917	0.83%	21
2025 Q2	$2.16M	Hold	29,490	–	–	0.81%	21
2025 Q1	$1.82M	Buy	29,490 +12	+0%	+$809	0.89%	16
2024 Q4	$2.02M	Buy	29,478 +12	+0%	+$806	0.93%	18
2024 Q3	$1.89M	Buy	29,466 +18	+0.1%	+$1.12K	0.88%	19
2024 Q2	$1.84M	Buy	29,448 +3,072	+12%	+$179K	0.95%	17
2024 Q1	$1.51M	Buy	26,376 +12	+0%	+$660	0.8%	21
2023 Q4	$1.37M	Sell	26,364 -4,092	-13%	-$198K	0.76%	23
2023 Q3	$1.38M	Buy	30,456 +2,262	+8%	+$107K	0.83%	21
2023 Q2	$1.33M	Buy	28,194 +12	+0%	+$520	0.78%	21
2023 Q1	$1.17M	Buy	28,182 +18	+0.1%	+$700	0.65%	24
2022 Q4	$1M	Buy	+28,164	New	+$1.04M	0.58%	26