CWG
Crown Wealth Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Buy |
18,377
+1,182
| +7% | +$518K | 3.03% | 8 |
|
|
2025
Q1 | $6.38M | Sell |
17,195
-488
| -3% | -$181K | 3.31% | 7 |
|
|
2024
Q4 | $7.26M | Buy |
17,683
+12,519
| +242% | +$5.14M | 2.95% | 9 |
|
|
2024
Q3 | $1.98M | Buy |
5,164
+117
| +2% | +$44.9K | 0.86% | 21 |
|
|
2024
Q2 | $1.89M | Hold |
5,047
| – | – | 0.94% | 20 |
|
|
2024
Q1 | $1.74M | Sell |
5,047
-1,700
| -25% | -$585K | 0.9% | 20 |
|
|
2023
Q4 | $2.1M | Buy |
6,747
+1,666
| +33% | +$518K | 1.26% | 17 |
|
|
2023
Q3 | $1.38M | Sell |
5,081
-300
| -6% | -$81.7K | 1.04% | 18 |
|
|
2023
Q2 | $1.52M | Sell |
5,381
-583
| -10% | -$165K | 1.2% | 16 |
|
|
2023
Q1 | $1.49M | Buy |
5,964
+1,571
| +36% | +$392K | 1.25% | 18 |
|
|
2022
Q4 | $936K | Hold |
4,393
| – | – | 0.88% | 19 |
|
|
2022
Q3 | $940K | Hold |
4,393
| – | – | 0.96% | 20 |
|
|
2022
Q2 | $979K | Hold |
4,393
| – | – | 0.89% | 22 |
|
|
2022
Q1 | $1.26M | Buy |
+4,393
| New | +$1.26M | 0.88% | 29 |
|