Trinity Financial Advisors’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
Q3 | $2.94M | Buy |
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|
2025
Q2 | $2.67M | Sell |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $990K | Buy |
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|
2023
Q3 | $862K | Buy |
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|
2023
Q2 | $713K | Buy |
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|
2023
Q1 | $428K | Sell |
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|
2022
Q4 | $451K | Hold |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $608K | Hold |
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|
2021
Q4 | $679K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $614K | Buy |
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