Axxcess Wealth Management’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
Q2
$9.12M Buy
2025
Q1
$2.54M Buy
2024
Q4
$2.68M Buy
2024
Q3
$2.46M Buy
2024
Q2
$2.32M Sell
2024
Q1
$18.7M Buy
2023
Q4
$16.8M Sell
2023
Q3
$15.1M Buy
2023
Q2
$1.3M Sell
2023
Q1
$13.3M Buy
2022
Q4
$10.5M Buy
2022
Q3
$669K Sell
2022
Q2
$837K Sell
2022
Q1
$3.18M Buy
2021
Q4
$3.49M Buy