Seneca Financial 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
Q3 | $812K | Hold |
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|
2025
Q2 | $742K | Hold |
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|
2025
Q1 | $628K | Hold |
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|
2024
Q4 | $695K | Hold |
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|
2024
Q3 | $650K | Hold |
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|
2024
Q2 | $633K | Sell |
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|
2024
Q1 | $597K | Hold |
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|
2023
Q4 | $539K | Hold |
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|
2023
Q3 | $472K | Hold |
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|
2023
Q2 | $491K | Hold |
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|
2023
Q1 | $433K | Buy |
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