Private Client Services’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
$559K Sell
2025
Q2
$581K Sell
2025
Q1
$601K Sell
2024
Q4
$740K Buy
2024
Q3
$512K Sell
2024
Q2
$543K Buy
2024
Q1
$491K Buy
2023
Q4
$436K Buy