AWA
Adapt Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
801
| – | – | 0.16% | 48 |
|
|
2025
Q1 | $297K | Hold |
801
| – | – | 0.14% | 48 |
|
|
2024
Q4 | $329K | Hold |
801
| – | – | 0.16% | 56 |
|
|
2024
Q3 | $308K | Sell |
801
-4
| -0.5% | -$1.54K | 0.16% | 54 |
|
|
2024
Q2 | $301K | Hold |
805
| – | – | 0.19% | 53 |
|
|
2024
Q1 | $277K | Buy |
+805
| New | +$277K | 0.2% | 44 |
|