CWM
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Core Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Core Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-541
Closed -$202K – 30
2024
Q3 		$202K Hold
541
– – 0.08% 27
2024
Q2 		$202K Buy
+541
New +$202K 0.08% 27