CWA
CJM Wealth Advisers’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-546
| Closed | -$202K | – | 73 |
|
|
2025
Q1 | $202K | Sell |
546
-50
| -8% | -$18.5K | 0.07% | 64 |
|
|
2024
Q4 | $245K | Buy |
596
+50
| +9% | +$20.5K | 0.08% | 60 |
|
|
2024
Q3 | $210K | Hold |
546
| – | – | 0.07% | 67 |
|
|
2024
Q2 | $206K | Buy |
+546
| New | +$206K | 0.08% | 62 |
|