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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.4M Buy
7,765
+1,060
+16% +$465K 2.24% 8
2025
Q1
$2.49M Buy
6,705
+122
+2% +$45.2K 1.84% 15
2024
Q4
$2.7M Buy
+6,583
New +$2.7M 2.28% 9