Uptown Financial Advisors’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	$13.8M	Buy	31,383 +853	+3%	+$374K	11.79%	1
2025 Q1	$11.3M	Buy	30,530 +1,085	+4%	+$402K	11.56%	1
2024 Q4	$12.1M	Buy	+29,445	New	+$12.1M	13.03%	1