CWP
Curated Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Hold |
1,438
| – | – | 0.07% | 82 |
|
|
2025
Q1 | $533K | Buy |
1,438
+240
| +20% | +$89K | 0.07% | 84 |
|
|
2024
Q4 | $492K | Buy |
1,198
+352
| +42% | +$144K | 0.06% | 87 |
|
|
2024
Q3 | $325K | Buy |
846
+37
| +5% | +$14.2K | 0.04% | 102 |
|
|
2024
Q2 | $303K | Buy |
+809
| New | +$303K | 0.04% | 111 |
|
|
2024
Q1 | – | Sell |
-809
| Closed | -$252K | – | 142 |
|
|
2023
Q4 | $252K | Hold |
809
| – | – | 0.04% | 127 |
|
|
2023
Q3 | $220K | Hold |
809
| – | – | 0.04% | 121 |
|
|
2023
Q2 | $229K | Hold |
809
| – | – | 0.04% | 118 |
|
|
2023
Q1 | $202K | Buy |
+809
| New | +$202K | 0.05% | 125 |
|