Bannerman Wealth Management Group’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
$777K Hold
1,773
0.6% 18
2025
Q1
$657K Sell
1,773
-47
-3% -$17.4K 0.54% 19
2024
Q4
$747K Buy
+1,820
New +$747K 0.62% 17