Trademark Financial Management’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 | $435K | Sell |
992
-316
| -24% | -$139K | 0.27% | 59 |
|
|
2025
Q1 | $485K | Sell |
1,308
-1,131
| -46% | -$419K | 0.37% | 53 |
|
|
2024
Q4 | $1M | Sell |
2,439
-32
| -1% | -$13.1K | 0.8% | 29 |
|
|
2024
Q3 | $949K | Sell |
2,471
-159
| -6% | -$61.1K | 0.75% | 30 |
|
|
2024
Q2 | $984K | Sell |
2,630
-160
| -6% | -$59.8K | 0.8% | 28 |
|
|
2024
Q1 | $960K | Sell |
2,790
-314
| -10% | -$108K | 0.8% | 27 |
|
|
2023
Q4 | $965K | Buy |
+3,104
| New | +$965K | 0.71% | 32 |
|