Trevian Wealth Management’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
Q4 | $368K | Hold |
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|
2025
Q3 | $362K | Hold |
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|
2025
Q2 | $331K | Hold |
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|
2025
Q1 | $280K | Hold |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $289K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $260K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Buy |
|