Abound 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
2025
Q3
$627K Buy
2025
Q2
$401K Buy
2025
Q1
$271K Buy
2024
Q4
$280K Buy
2024
Q3
$261K Hold
2024
Q2
$255K Sell
2024
Q1
$238K Sell
2023
Q4
$409K Buy
2023
Q3
$351K Buy
2023
Q2
$319K Sell
2023
Q1
$309K Sell
2022
Q4
$273K Sell
2022
Q3
$307K Sell
2022
Q2
$327K Buy
2022
Q1
$422K Buy
2021
Q4
$442K Buy