Trademark Financial Management’s Vanguard Growth ETF VUG Stock Holding History

Trademark Financial Management’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$490K	Buy
2025 Q2	$435K	Sell
2025 Q1	$485K	Sell
2024 Q4	$1M	Sell
2024 Q3	$949K	Sell
2024 Q2	$984K	Sell
2024 Q1	$960K	Sell
2023 Q4	$965K	Buy