Accretive Wealth Partners’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
Q2
$2.76M Sell
2025
Q1
$2.42M Buy
2024
Q4
$2.32M Sell
2024
Q3
$2.45M Sell
2024
Q2
$2.4M Sell
2024
Q1
$2.19M Sell
2023
Q4
$2.05M Sell
2023
Q3
$1.85M Buy
2023
Q2
$1.91M Hold
2023
Q1
$1.69M Sell
2022
Q4
$1.46M Buy
2022
Q3
$1.11M Hold
2022
Q2
$1.16M Hold
2022
Q1
$1.49M Hold
2021
Q4
$1.66M Sell
2021
Q3
$1.52M Sell
2021
Q2
$1.5M Sell
2021
Q1
$1.35M Buy
2020
Q4
$1.19M Buy