Trevian Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

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