Abich Financial Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.32M Sell
6,035
-9,271
-61% -$3.56M 5.21% 7
2024
Q2
$5.72M Sell
15,306
-10,501
-41% -$3.93M 3.89% 6
2024
Q1
$8.88M Buy
25,807
+9,363
+57% +$3.22M 6.86% 6
2023
Q4
$5.11M Buy
+16,444
New +$5.11M 4.88% 6