CWM
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Chesapeake Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Chesapeake Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$336K Sell
767
-16
-2% -$7.01K 0.11% 124
2025
Q1 		$290K Buy
783
+120
+18% +$44.5K 0.1% 134
2024
Q4 		$272K Buy
+663
New +$272K 0.09% 139