9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $712K | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $959K | Buy |
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|
2023
Q4 | $855K | Sell |
|
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|
2023
Q3 | $759K | Hold |
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|
2023
Q2 | $788K | Hold |
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|
2023
Q1 | $695K | Buy |
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|
2022
Q4 | $569K | Sell |
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|
2022
Q3 | $585K | Sell |
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|
2022
Q2 | $643K | Hold |
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|
2022
Q1 | $829K | Buy |
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|
2021
Q4 | $925K | Buy |
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|
2021
Q3 | $819K | Hold |
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|
2021
Q2 | $809K | Hold |
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|
2021
Q1 | $725K | Hold |
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|
2020
Q4 | $715K | Hold |
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|
2020
Q3 | $623K | Sell |
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|
2020
Q2 | $572K | Sell |
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|
2020
Q1 | $569K | Buy |
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|
2019
Q4 | $342K | Buy |
|