BSW Wealth Partners’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
Q3
$630K Buy
2025
Q2
$576K Sell
2025
Q1
$494K Buy
2024
Q4
$273K Hold
2024
Q3
$256K Sell
2024
Q2
$270K Buy
2024
Q1
$220K Buy