Collaborative Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$483K Buy
2025
Q1
$406K Sell
2024
Q4
$454K Sell
2024
Q3
$426K Buy
2024
Q2
$405K Sell
2024
Q1
$491K Buy
2023
Q4
$431K Sell
2023
Q3
$380K Sell
2023
Q2
$404K Sell
2023
Q1
$385K Hold
2022
Q4
$329K Buy
2022
Q3
$322K Sell
2022
Q2
$345K Buy
2021
Q4
$793K Buy
2021
Q1
$723K Buy