Summit X LLC’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
Q2
$665K Buy
2025
Q1
$288K Buy
2023
Q3
Sell
2023
Q2
$263K Hold
2023
Q1
$232K Buy
2020
Q4
Sell
2020
Q3
$1.14K Buy