AWM
Accel Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
3,966
+65
| +2% | +$28.5K | 0.58% | 49 |
|
|
2025
Q1 | $1.45M | Sell |
3,901
-7
| -0.2% | -$2.6K | 0.52% | 53 |
|
|
2024
Q4 | $1.6M | Buy |
3,908
+370
| +10% | +$152K | 0.61% | 46 |
|
|
2024
Q3 | $1.36M | Sell |
3,538
-17
| -0.5% | -$6.53K | 0.51% | 55 |
|
|
2024
Q2 | $1.33M | Buy |
3,555
+524
| +17% | +$196K | 0.53% | 50 |
|
|
2024
Q1 | $1.04M | Buy |
3,031
+660
| +28% | +$227K | 0.44% | 59 |
|
|
2023
Q4 | $737K | Buy |
2,371
+60
| +3% | +$18.7K | 0.37% | 71 |
|
|
2023
Q3 | $629K | Buy |
2,311
+361
| +19% | +$98.3K | 0.35% | 75 |
|
|
2023
Q2 | $552K | Sell |
1,950
-59
| -3% | -$16.7K | 0.3% | 83 |
|
|
2023
Q1 | $501K | Sell |
2,009
-28
| -1% | -$6.98K | 0.2% | 111 |
|
|
2022
Q4 | $434K | Sell |
2,037
-31
| -1% | -$6.61K | 0.21% | 96 |
|
|
2022
Q3 | $468K | Sell |
2,068
-6
| -0.3% | -$1.36K | 0.25% | 89 |
|
|
2022
Q2 | $480K | Buy |
2,074
+66
| +3% | +$15.3K | 0.28% | 75 |
|
|
2022
Q1 | $579K | Sell |
2,008
-5,352
| -73% | -$1.54M | 0.3% | 73 |
|
|
2021
Q4 | $2.36M | Buy |
7,360
+4,800
| +188% | +$1.54M | 1.16% | 19 |
|
|
2021
Q3 | $743K | Buy |
2,560
+704
| +38% | +$204K | 0.48% | 52 |
|
|
2021
Q2 | $532K | Buy |
1,856
+362
| +24% | +$104K | 0.35% | 67 |
|
|
2021
Q1 | $384K | Buy |
1,494
+113
| +8% | +$29K | 0.31% | 68 |
|
|
2020
Q4 | $350K | Buy |
+1,381
| New | +$350K | 0.33% | 66 |
|