Theory Financial’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
$425K Hold
934
0.16% 64
2025
Q1
$346K Hold
934
0.15% 68
2024
Q4
$383K Buy
+934
New +$383K 0.16% 61