CWAG
Compton Wealth Advisory Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Buy |
12,147
+1,006
| +9% | +$441K | 1.35% | 21 |
|
|
2025
Q1 | $4.13M | Buy |
11,141
+2,428
| +28% | +$900K | 1.15% | 23 |
|
|
2024
Q4 | $3.58M | Sell |
8,713
-93
| -1% | -$38.2K | 0.92% | 23 |
|
|
2024
Q3 | $3.38M | Buy |
8,806
+70
| +0.8% | +$26.9K | 0.85% | 27 |
|
|
2024
Q2 | $3.27M | Buy |
8,736
+722
| +9% | +$270K | 0.87% | 24 |
|
|
2024
Q1 | $2.76M | Buy |
8,014
+137
| +2% | +$47.2K | 0.76% | 27 |
|
|
2023
Q4 | $2.45M | Sell |
7,877
-4,835
| -38% | -$1.5M | 0.77% | 26 |
|
|
2023
Q3 | $3.46M | Buy |
+12,712
| New | +$3.46M | 1.19% | 19 |
|