DWP
Destiny 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 | $36.1M | Hold |
82,424
| – | – | 4.86% | 2 |
|
|
2025
Q1 | $30.6M | Buy |
82,424
+8,663
| +12% | +$3.21M | 4.85% | 2 |
|
|
2024
Q4 | $30.3M | Buy |
73,761
+115
| +0.2% | +$47.2K | 4.95% | 1 |
|
|
2024
Q3 | $28.3M | Sell |
73,646
-767
| -1% | -$294K | 4.96% | 1 |
|
|
2024
Q2 | $27.8M | Buy |
74,413
+29,257
| +65% | +$10.9M | 5% | 1 |
|
|
2024
Q1 | $15.5M | Sell |
45,156
-6,534
| -13% | -$2.25M | 2.79% | 7 |
|
|
2023
Q4 | $15.6M | Buy |
51,690
+2,139
| +4% | +$644K | 2.92% | 6 |
|
|
2023
Q3 | $13.5M | Buy |
49,551
+2,950
| +6% | +$803K | 2.72% | 5 |
|
|
2023
Q2 | $13.4M | Buy |
46,601
+10,492
| +29% | +$3.01M | 2.56% | 8 |
|
|
2023
Q1 | $9.01M | Buy |
36,109
+3,208
| +10% | +$800K | 1.86% | 15 |
|
|
2022
Q4 | $7.01M | Buy |
32,901
+30,245
| +1,139% | +$6.45M | 1.52% | 22 |
|
|
2022
Q3 | $568K | Hold |
2,656
| – | – | 0.13% | 90 |
|
|
2022
Q2 | $592K | Sell |
2,656
-178
| -6% | -$39.7K | 0.13% | 86 |
|
|
2022
Q1 | $815K | Hold |
2,834
| – | – | 0.16% | 80 |
|
|
2021
Q4 | $909K | Hold |
2,834
| – | – | 0.18% | 83 |
|
|
2021
Q3 | $822K | Buy |
2,834
+111
| +4% | +$32.2K | 0.17% | 84 |
|
|
2021
Q2 | $781K | Sell |
2,723
-934
| -26% | -$268K | 0.15% | 97 |
|
|
2021
Q1 | $940K | Hold |
3,657
| – | – | 0.2% | 79 |
|
|
2020
Q4 | $926K | Buy |
+3,657
| New | +$926K | 0.19% | 77 |
|