TLA
Tanglewood Legacy Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
2,380
-50
| -2% | -$21.9K | 0.43% | 36 |
|
|
2025
Q1 | $901K | Sell |
2,430
-81
| -3% | -$30K | 0.39% | 39 |
|
|
2024
Q4 | $1.03M | Buy |
2,511
+176
| +8% | +$72.2K | 0.44% | 38 |
|
|
2024
Q3 | $896K | Hold |
2,335
| – | – | 0.4% | 40 |
|
|
2024
Q2 | $873K | Hold |
2,335
| – | – | 0.41% | 39 |
|
|
2024
Q1 | $804K | Hold |
2,335
| – | – | 0.4% | 39 |
|
|
2023
Q4 | $726K | Sell |
2,335
-689
| -23% | -$214K | 0.4% | 37 |
|
|
2023
Q3 | $823K | Hold |
3,024
| – | – | 0.49% | 34 |
|
|
2023
Q2 | $856K | Buy |
3,024
+365
| +14% | +$103K | 0.49% | 34 |
|
|
2023
Q1 | $663K | Buy |
+2,659
| New | +$663K | 0.42% | 35 |
|