CWMK
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Caliber Wealth Management (Kansas)’s Vanguard Growth ETF VUG Stock Holding History

Caliber Wealth Management (Kansas)’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 		$4.83M Buy
11,010
+332
+3% +$146K 0.52% 37
2025
Q1 		$3.96M Buy
+10,678
New +$3.96M 0.54% 37