Rollins 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
$1.94M Sell
4,426
-33
-0.7% -$14.5K 0.31% 44
2025
Q1
$1.65M Sell
4,459
-5
-0.1% -$1.85K 0.29% 48
2024
Q4
$1.83M Sell
4,464
-5
-0.1% -$2.05K 0.29% 43
2024
Q3
$1.72M Sell
4,469
-125
-3% -$48K 0.28% 43
2024
Q2
$1.72M Sell
4,594
-21
-0.5% -$7.85K 0.3% 39
2024
Q1
$1.59M Sell
4,615
-448
-9% -$154K 0.3% 39
2023
Q4
$1.57M Buy
+5,063
New +$1.57M 0.33% 38