Confluence Wealth Services’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 | $1.44M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $455K | Buy |
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|
2024
Q3 | $338K | Buy |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $275K | Buy |
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