AWS
Aspen Wealth Strategies’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-775
| Closed | -$241K | – | 82 |
|
|
2023
Q4 | $241K | Sell |
775
-10
| -1% | -$3.11K | 0.18% | 72 |
|
|
2023
Q3 | $214K | Sell |
785
-25
| -3% | -$6.81K | 0.17% | 71 |
|
|
2023
Q2 | $229K | Sell |
810
-128
| -14% | -$36.2K | 0.17% | 69 |
|
|
2023
Q1 | $234K | Sell |
938
-12
| -1% | -$2.99K | 0.18% | 73 |
|
|
2022
Q4 | $202K | Buy |
+950
| New | +$202K | 0.16% | 73 |
|