Sightline 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
2026 Q1	$10.5M	Buy	144,636 +12,930	+10%	+$1.01M	4.46%	6
2025 Q4	$10.7M	Buy	131,706 +7,836	+6%	+$636K	4.56%	6
2025 Q3	$9.9M	Buy	123,870 +5,280	+4%	+$403K	4.47%	7
2025 Q2	$8.67M	Buy	118,590 +2,586	+2%	+$170K	4.18%	7
2025 Q1	$7.17M	Buy	116,004 +11,976	+12%	+$807K	3.78%	7
2024 Q4	$7.12M	Sell	104,028 -2,700	-3%	-$181K	3.84%	7
2024 Q3	$6.83M	Buy	106,728 +2,760	+3%	+$171K	3.76%	7
2024 Q2	$6.48M	Buy	103,968 +9,498	+10%	+$554K	4.03%	7
2024 Q1	$5.42M	Buy	94,470 +15,564	+20%	+$856K	3.57%	7
2023 Q4	$4.09M	Buy	78,906 +15,570	+25%	+$752K	3.11%	8
2023 Q3	$2.87M	Buy	63,336 +9,990	+19%	+$472K	2.68%	10
2023 Q2	$2.22M	Hold	53,346	–	–	2.2%	12
2023 Q1	$2.22M	Buy	53,346 +35,430	+198%	+$1.38M	2.27%	12
2022 Q4	$636K	Buy	+17,916	New	+$659K	0.69%	27