TriaGen 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
2026 Q1	$487K	Hold	6,696	–	–	0.13%	116
2025 Q4	$544K	Hold	6,696	–	–	0.14%	115
2025 Q3	$535K	Hold	6,696	–	–	0.14%	119
2025 Q2	$489K	Hold	6,696	–	–	0.15%	115
2025 Q1	$414K	Hold	6,696	–	–	0.15%	117
2024 Q4	$458K	Hold	6,696	–	–	0.15%	107
2024 Q3	$428K	Hold	6,696	–	–	0.14%	115
2024 Q2	$417K	Hold	6,696	–	–	0.16%	112
2024 Q1	$384K	Hold	6,696	–	–	0.16%	115
2023 Q4	$347K	Hold	6,696	–	–	0.17%	116
2023 Q3	$304K	Hold	6,696	–	–	0.16%	114
2023 Q2	$316K	Hold	6,696	–	–	0.14%	132
2023 Q1	$278K	Hold	6,696	–	–	0.14%	130
2022 Q4	$238K	Hold	6,696	–	–	0.13%	150
2022 Q3	$239K	Hold	6,696	–	–	0.13%	140
2022 Q2	$249K	Hold	6,696	–	–	0.18%	129
2022 Q1	$321K	Hold	6,696	–	–	0.17%	131
2021 Q4	$358K	Hold	6,696	–	–	0.18%	126
2021 Q3	$324K	Hold	6,696	–	–	0.18%	136
2021 Q2	$330K	Sell	6,696 -540	-7%	-$24.5K	0.17%	136
2021 Q1	$310K	Buy	7,236 +90	+1%	+$3.85K	0.18%	126
2020 Q4	$302K	Buy	+7,146	New	+$285K	0.18%	133