BW
BIP Wealth’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
37,860
+12,613
| +50% | +$5.53M | 1.02% | 16 |
|
|
2025
Q1 | $9.36M | Buy |
25,247
+13,578
| +116% | +$5.04M | 0.61% | 27 |
|
|
2024
Q4 | $4.79M | Buy |
11,669
+1,251
| +12% | +$513K | 0.32% | 42 |
|
|
2024
Q3 | $4M | Buy |
10,418
+820
| +9% | +$315K | 0.27% | 42 |
|
|
2024
Q2 | $3.59M | Buy |
9,598
+57
| +0.6% | +$21.3K | 0.29% | 41 |
|
|
2024
Q1 | $3.28M | Buy |
9,541
+53
| +0.6% | +$18.2K | 0.24% | 47 |
|
|
2023
Q4 | $2.95M | Buy |
9,488
+64
| +0.7% | +$19.9K | 0.23% | 46 |
|
|
2023
Q3 | $2.57M | Sell |
9,424
-24
| -0.3% | -$6.54K | 0.24% | 44 |
|
|
2023
Q2 | $2.67M | Sell |
9,448
-604
| -6% | -$171K | 0.22% | 48 |
|
|
2023
Q1 | $2.51M | Buy |
+10,052
| New | +$2.51M | 0.28% | 55 |
|