CWM
VUG icon

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

Copia Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$458K Buy
1,045
+140
+15% +$61.4K 0.39% 52
2025
Q1 		$336K Sell
905
-156
-15% -$57.9K 0.31% 63
2024
Q4 		$436K Buy
+1,061
New +$436K 0.41% 50