Tompkins Financial’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 | $103K | Buy |
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|
2025
Q2 | $78.9K | Hold |
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|
2025
Q1 | $66.7K | Buy |
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|
2024
Q4 | $55.8K | Buy |
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|
2024
Q3 | $44.2K | Hold |
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|
2024
Q2 | $43K | Sell |
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|
2024
Q1 | $53K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $38.1K | Hold |
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|
2023
Q2 | $39.6K | Sell |
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|
2023
Q1 | $40.9K | Hold |
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|
2022
Q4 | $35K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $47K | Sell |
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|
2021
Q4 | $59K | Sell |
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|
2021
Q3 | $59K | Buy |
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|
2021
Q1 | $57K | Buy |
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|
2020
Q4 | $48K | Buy |
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