AWM
Accurate 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 | $3.41M | Buy |
7,714
+60
| +0.8% | +$26.5K | 0.52% | 37 |
|
|
2025
Q1 | $2.76M | Sell |
7,654
-496
| -6% | -$179K | 0.53% | 49 |
|
|
2024
Q4 | $3.32M | Sell |
8,150
-250
| -3% | -$102K | 0.64% | 30 |
|
|
2024
Q3 | $3.26M | Buy |
8,400
+182
| +2% | +$70.7K | 0.66% | 34 |
|
|
2024
Q2 | $3.18M | Sell |
8,218
-69
| -0.8% | -$26.7K | 0.76% | 36 |
|
|
2024
Q1 | $2.67M | Sell |
8,287
-44
| -0.5% | -$14.2K | 0.78% | 37 |
|
|
2023
Q4 | $2.6M | Sell |
8,331
-592
| -7% | -$185K | 0.81% | 32 |
|
|
2023
Q3 | $2.5M | Sell |
8,923
-331
| -4% | -$92.9K | 0.79% | 34 |
|
|
2023
Q2 | $2.68M | Sell |
9,254
-351
| -4% | -$102K | 0.83% | 29 |
|
|
2023
Q1 | $2.37M | Sell |
9,605
-129
| -1% | -$31.9K | 0.82% | 21 |
|
|
2022
Q4 | $2.12M | Buy |
9,734
+1,402
| +17% | +$306K | 0.78% | 19 |
|
|
2022
Q3 | $2.07M | Buy |
8,332
+3,808
| +84% | +$948K | 0.86% | 32 |
|
|
2022
Q2 | $1.05M | Buy |
4,524
+2,631
| +139% | +$612K | 0.57% | 36 |
|
|
2022
Q1 | $544K | Sell |
1,893
-55
| -3% | -$15.8K | 0.24% | 83 |
|
|
2021
Q4 | $604K | Buy |
1,948
+64
| +3% | +$19.8K | 0.49% | 56 |
|
|
2021
Q3 | $555K | Buy |
1,884
+120
| +7% | +$35.4K | 0.48% | 57 |
|
|
2021
Q2 | $506K | Buy |
+1,764
| New | +$506K | 0.44% | 54 |
|