Defined Wealth Management’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
Q3
$7.8M Sell
2025
Q2
$7.17M Sell
2025
Q1
$6.4M Sell
2024
Q4
$8.1M Sell
2024
Q3
$7.63M Buy
2024
Q2
$7.26M Buy
2024
Q1
$6.47M Sell
2023
Q4
$5.86M Buy
2023
Q3
$5.07M Sell
2023
Q2
$5.54M Buy
2023
Q1
$2.81M Buy