AWM
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Apex Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Apex Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.59M Sell
15,034
-1,279
-8% -$561K 5.29% 6
2025
Q1 		$6.05M Sell
16,313
-1,064
-6% -$395K 5.44% 6
2024
Q4 		$7.13M Buy
+17,377
New +$7.13M 6.16% 4