CM Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-970	Closed	-$333K	–	180
2024 Q1	$333K	Buy	+970	New	+$333K	0.1%	124
2023 Q3	–	Sell	-970	Closed	-$283K	–	173
2023 Q2	$283K	Buy	+970	New	+$283K	0.09%	112