SHFA
SC&H Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
657
+61
| +10% | +$26.7K | 0.05% | 118 |
|
|
2025
Q1 | $221K | Hold |
596
| – | – | 0.04% | 143 |
|
|
2024
Q4 | $245K | Hold |
596
| – | – | 0.05% | 132 |
|
|
2024
Q3 | $229K | Buy |
596
+1
| +0.2% | +$384 | 0.05% | 139 |
|
|
2024
Q2 | $222K | Hold |
595
| – | – | 0.05% | 134 |
|
|
2024
Q1 | $205K | Buy |
+595
| New | +$205K | 0.05% | 142 |
|