Ascent Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$207K Buy
2022
Q1
Sell
2021
Q4
$390K Buy
2021
Q3
$340K Hold
2021
Q2
$339K Buy
2021
Q1
$295K Buy
2019
Q2
Sell
2019
Q1
$33K Buy