Sonoma Private Wealth’s Vanguard Growth ETF VUG Stock Holding History

Sonoma Private Wealth’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Hold
2025 Q1	$937K	Sell
2024 Q4	$1.39M	Sell
2024 Q3	$1.31M	Sell
2024 Q2	$1.34M	Sell
2024 Q1	$1.26M	Sell
2023 Q4	$1.21M	Buy