BKM Wealth Management’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 | $2.56M | Buy |
5,836
+184
| +3% | +$80.7K | 1% | 26 |
|
|
2025
Q1 | $2.1M | Buy |
5,652
+204
| +4% | +$75.7K | 0.86% | 35 |
|
|
2024
Q4 | $2.24M | Sell |
5,448
-242
| -4% | -$99.3K | 0.92% | 28 |
|
|
2024
Q3 | $2.18M | Buy |
5,690
+161
| +3% | +$61.8K | 0.89% | 28 |
|
|
2024
Q2 | $2.07M | Buy |
5,529
+358
| +7% | +$134K | 0.99% | 28 |
|
|
2024
Q1 | $1.78M | Sell |
5,171
-120
| -2% | -$41.3K | 0.77% | 38 |
|
|
2023
Q4 | $1.64M | Buy |
+5,291
| New | +$1.64M | 0.7% | 34 |
|