Univest Financial’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.92M	Sell	6,656 -192	-3%	-$84.2K	0.18%	94
2025 Q1	$2.54M	Sell	6,848 -57	-0.8%	-$21.1K	0.17%	100
2024 Q4	$2.83M	Buy	6,905 +225	+3%	+$92.4K	0.18%	96
2024 Q3	$2.56M	Buy	+6,680	New	+$2.56M	0.17%	96