Vantage Financial Partners (Wisconsin)’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 Q4	$2.4M	Buy	29,550 +54	+0.2%	+$4.38K	0.49%	35
2025 Q3	$2.36M	Sell	29,496 -36	-0.1%	-$2.75K	0.5%	35
2025 Q2	$2.16M	Buy	29,532 +288	+1%	+$19K	0.5%	36
2025 Q1	$1.81M	Sell	29,244 -642	-2%	-$43.3K	0.45%	33
2024 Q4	$2.04M	Sell	29,886 -282	-0.9%	-$18.9K	0.51%	30
2024 Q3	$1.93M	Buy	30,168 +3,108	+11%	+$193K	0.48%	26
2024 Q2	$1.69M	Sell	27,060 -3,846	-12%	-$224K	0.44%	29
2024 Q1	$1.77M	Sell	30,906 -660	-2%	-$36.3K	0.48%	32
2023 Q4	$1.64M	Buy	31,566 +9,678	+44%	+$467K	0.48%	30
2023 Q3	$993K	Buy	21,888 +30	+0.1%	+$1.42K	0.39%	27
2023 Q2	$1.03M	Buy	21,858 +30	+0.1%	+$1.3K	0.39%	26
2023 Q1	$908K	Sell	21,828 -426	-2%	-$16.6K	0.36%	28
2022 Q4	$790K	Sell	22,254 -1,542	-6%	-$56.7K	0.47%	19
2022 Q3	$849K	Sell	23,796 -330	-1%	-$13.3K	0.57%	20
2022 Q2	$896K	Sell	24,126 -1,572	-6%	-$64.6K	0.53%	14
2022 Q1	$1.23M	Sell	25,698 -96	-0.4%	-$4.54K	0.63%	13
2021 Q4	$1.38M	Buy	+25,794	New	+$1.34M	0.54%	18