Summit Trail 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 | $3.82M | Buy |
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|
2025
Q2 | $3.45M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.33M | Buy |
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|
2024
Q2 | $2.27M | Hold |
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|
2024
Q1 | $2.09M | Hold |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.65M | Hold |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $905K | Sell |
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|
2022
Q3 | $1.01M | Buy |
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