CWA
Cascade Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Sell |
11,851
-1,597
| -12% | -$733K | 3.08% | 13 |
|
|
2025
Q1 | $4.87M | Sell |
13,448
-336
| -2% | -$122K | 3.37% | 13 |
|
|
2024
Q4 | $5.66M | Sell |
13,784
-1,632
| -11% | -$670K | 3.83% | 11 |
|
|
2024
Q3 | $5.92M | Sell |
15,416
-826
| -5% | -$317K | 4.23% | 10 |
|
|
2024
Q2 | $5.83M | Sell |
16,242
-3,535
| -18% | -$1.27M | 4.31% | 10 |
|
|
2024
Q1 | $6.75M | Buy |
+19,777
| New | +$6.75M | 5.74% | 7 |
|