AWMNH
Arcadia Wealth Management (New Hampshire)’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2M | Buy |
73,431
+6,609
| +10% | +$2.9M | 14.07% | 1 |
|
|
2025
Q1 | $24.8M | Buy |
66,822
+354
| +0.5% | +$131K | 12.23% | 2 |
|
|
2024
Q4 | $27.3M | Buy |
66,468
+1,667
| +3% | +$684K | 13.81% | 1 |
|
|
2024
Q3 | $24.9M | Buy |
64,801
+4,636
| +8% | +$1.78M | 13.1% | 1 |
|
|
2024
Q2 | $22.5M | Buy |
60,165
+5,170
| +9% | +$1.93M | 12.85% | 1 |
|
|
2024
Q1 | $18.9M | Buy |
54,995
+4,482
| +9% | +$1.54M | 11.64% | 2 |
|
|
2023
Q4 | $15.7M | Buy |
50,513
+4,202
| +9% | +$1.31M | 10.91% | 3 |
|
|
2023
Q3 | $12.6M | Buy |
46,311
+1,994
| +4% | +$543K | 9.84% | 3 |
|
|
2023
Q2 | $12.5M | Buy |
+44,317
| New | +$12.5M | 9.25% | 3 |
|