Valley Financial Group’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
2026
Q1
Sell
2025
Q4
$211K Sell
2025
Q3
$236K Sell
2025
Q2
$241K Sell
2025
Q1
$226K Sell
2024
Q4
$251K Buy
2024
Q3
$227K Sell
2024
Q2
$223K Sell
2024
Q1
$209K Buy