Yarger Wealth Strategies’s Vanguard Growth ETF VUG Stock Holding History

Yarger Wealth Strategies’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$295K	Sell	3,372 -108	-3%	-$9.09K	0.11%	109
2026 Q1	$253K	Buy	3,480 +6	+0.2%	+$467	0.1%	108
2025 Q4	$283K	Buy	3,474 +6	+0.2%	+$487	0.12%	100
2025 Q3	$277K	Sell	3,468 -24	-0.7%	-$1.83K	0.13%	100
2025 Q2	$255K	Buy	3,492 +156	+5%	+$10.3K	0.13%	89
2025 Q1	$206K	Sell	3,336 -2,364	-41%	-$159K	0.12%	93
2024 Q4	$390K	Buy	5,700 +120	+2%	+$8.06K	0.22%	59
2024 Q3	$357K	Buy	5,580 +12	+0.2%	+$744	0.2%	61
2024 Q2	$347K	Buy	5,568 +1,620	+41%	+$94.5K	0.21%	62
2024 Q1	$226K	Sell	3,948 -972	-20%	-$53.5K	0.15%	72
2023 Q4	$255K	Buy	4,920 +12	+0.2%	+$579	0.21%	57
2023 Q3	$223K	Buy	4,908 +264	+6%	+$12.5K	0.19%	55
2023 Q2	$219K	Buy	+4,644	New	+$201K	0.2%	53

Other funds holding VUG

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return