BWM
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Bernard Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bernard Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$118K Hold
269
– – 0.05% 80
2025
Q1 		$99.8K Hold
269
– – 0.05% 83
2024
Q4 		$110K Buy
+269
New +$110K 0.05% 77