Curated Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Curated Wealth Partners’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$690K	Hold
2025 Q2	$630K	Hold
2025 Q1	$533K	Buy
2024 Q4	$492K	Buy
2024 Q3	$325K	Buy
2024 Q2	$303K	Buy
2024 Q1	–	Sell
2023 Q4	$252K	Hold
2023 Q3	$220K	Hold
2023 Q2	$229K	Hold
2023 Q1	$202K	Buy