Corepath Wealth Partners’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
$410K Hold
2025
Q1
$326K Sell
2024
Q4
$376K Buy
2024
Q3
$364K Buy
2024
Q2
$347K Buy
2024
Q1
$255K Sell
2023
Q4
$697K Sell
2023
Q3
$648K Hold
2023
Q2
$678K Buy
2023
Q1
$528K Hold
2022
Q4
$460K Hold
2022
Q3
$460K Hold
2022
Q2
$483K Hold
2022
Q1
$560K Hold
2021
Q4
$646K Buy
2021
Q3
$590K Hold
2021
Q2
$606K Hold
2021
Q1
$552K Sell
2020
Q4
$607K Buy