Sanibel Captiva Trust Company’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
$70.2M Buy
160,220
+737
+0.5% +$323K 2.16% 8
2025
Q1
$59.1M Buy
159,483
+6,483
+4% +$2.4M 1.92% 12
2024
Q4
$62.8M Buy
153,000
+3,180
+2% +$1.31M 2.01% 9
2024
Q3
$57.5M Sell
149,820
-569
-0.4% -$218K 1.84% 11
2024
Q2
$56.2M Buy
150,389
+1,705
+1% +$638K 1.92% 11
2024
Q1
$51.2M Buy
148,684
+1,000
+0.7% +$344K 1.74% 11
2023
Q4
$45.9M Buy
+147,684
New +$45.9M 1.69% 11