TPA
Trivium Point Advisory’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Sell |
1,157
-308
| -21% | -$135K | 0.06% | 236 |
|
|
2025
Q1 | $543K | Sell |
1,465
-154
| -10% | -$57.1K | 0.07% | 220 |
|
|
2024
Q4 | $665K | Hold |
1,619
| – | – | 0.08% | 201 |
|
|
2024
Q3 | $662K | Buy |
1,619
+57
| +4% | +$23.3K | 0.09% | 199 |
|
|
2024
Q2 | $589K | Buy |
+1,562
| New | +$589K | 0.09% | 196 |
|
|
2022
Q1 | – | Sell |
-2,295
| Closed | -$737K | – | 263 |
|
|
2021
Q4 | $737K | Buy |
2,295
+722
| +46% | +$232K | 0.15% | 144 |
|
|
2021
Q3 | $465K | Sell |
1,573
-35
| -2% | -$10.3K | 0.11% | 156 |
|
|
2021
Q2 | $461K | Buy |
+1,608
| New | +$461K | 0.12% | 156 |
|