Strategic Advocates’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
$2.05M Hold
4,672
0.61% 31
2025
Q1
$1.73M Sell
4,672
-67
-1% -$24.8K 0.6% 31
2024
Q4
$1.95M Sell
4,739
-94
-2% -$38.6K 0.66% 27
2024
Q3
$1.86M Sell
4,833
-190
-4% -$72.9K 0.66% 27
2024
Q2
$1.88M Sell
5,023
-290
-5% -$108K 0.75% 25
2024
Q1
$1.83M Buy
5,313
+3,844
+262% +$1.32M 0.7% 29
2023
Q4
$457K Sell
1,469
-523
-26% -$163K 0.19% 88
2023
Q3
$542K Buy
+1,992
New +$542K 0.26% 71