Atlantic Private Wealth’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
2025
Q3
$891K Buy
2025
Q2
$814K Hold
2025
Q1
$689K Buy
2024
Q4
$761K Buy
2024
Q3
$712K Sell
2024
Q2
$703K Hold
2024
Q1
$647K Sell
2023
Q4
$738K Sell
2023
Q3
$661K Buy
2023
Q2
$670K Buy
2023
Q1
$590K Sell
2022
Q4
$577K Buy
2022
Q3
$579K Buy
2022
Q2
$603K Buy
2022
Q1
$777K Sell
2021
Q4
$1.02M Buy