CWM
Cedar Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,122
| Closed | -$2.35M | – | 260 |
|
|
2024
Q3 | $2.35M | Sell |
6,122
-75
| -1% | -$28.8K | 0.73% | 20 |
|
|
2024
Q2 | $2.32M | Buy |
6,197
+2,097
| +51% | +$784K | 0.75% | 20 |
|
|
2024
Q1 | $1.41M | Buy |
4,100
+25
| +0.6% | +$8.61K | 0.46% | 33 |
|
|
2023
Q4 | $1.27M | Buy |
+4,075
| New | +$1.27M | 0.46% | 34 |
|