Alteri Wealth’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$792K Buy
1,807
+64
+4% +$28.1K 0.31% 77
2025
Q1
$646K Sell
1,743
-49
-3% -$18.2K 0.28% 83
2024
Q4
$736K Buy
+1,792
New +$736K 0.2% 76