BSW Wealth Partners’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 | $576K | Sell |
1,313
-20
| -2% | -$8.77K | 0.08% | 141 |
|
|
2025
Q1 | $494K | Buy |
1,333
+667
| +100% | +$247K | 0.08% | 156 |
|
|
2024
Q4 | $273K | Hold |
666
| – | – | 0.04% | 244 |
|
|
2024
Q3 | $256K | Sell |
666
-57
| -8% | -$21.9K | 0.04% | 248 |
|
|
2024
Q2 | $270K | Buy |
723
+83
| +13% | +$31K | 0.04% | 230 |
|
|
2024
Q1 | $220K | Buy |
+640
| New | +$220K | 0.04% | 266 |
|