CWA
Continuum Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
993
-15,556
| -94% | -$6.82M | 0.21% | 35 |
|
|
2025
Q1 | $6.14M | Buy |
16,549
+416
| +3% | +$154K | 3.15% | 10 |
|
|
2024
Q4 | $6.62M | Buy |
16,133
+1,224
| +8% | +$502K | 3.35% | 9 |
|
|
2024
Q3 | $5.72M | Sell |
14,909
-1,851
| -11% | -$711K | 3.07% | 11 |
|
|
2024
Q2 | $6.27M | Buy |
16,760
+1,800
| +12% | +$673K | 3.3% | 12 |
|
|
2024
Q1 | $5.15M | Buy |
+14,960
| New | +$5.15M | 2.91% | 13 |
|