Trivium Point Advisory’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
Q2
$507K Sell
2025
Q1
$543K Sell
2024
Q4
$665K Hold
2024
Q3
$662K Buy
2024
Q2
$589K Buy
2022
Q1
Sell
2021
Q4
$737K Buy
2021
Q3
$465K Sell
2021
Q2
$461K Buy