Safir Wealth 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
2025
Q2
$15.1M Buy
2025
Q1
$12.6M Sell
2024
Q4
$14.4M Sell
2024
Q3
$13.7M Sell
2024
Q2
$13.5M Sell
2024
Q1
$12.7M Sell
2023
Q4
$11.7M Sell
2023
Q3
$10.6M Sell
2023
Q2
$11.2M Sell
2023
Q1
$9.97M Sell
2022
Q4
$8.61M Buy
2022
Q3
$8.28M Buy
2022
Q2
$8.55M Buy
2022
Q1
$10.5M Buy
2021
Q4
$11.6M Sell
2021
Q3
$10.8M Sell
2021
Q2
$10.8M Buy
2021
Q1
$9.58M Buy
2020
Q4
$9.43M Buy