DWMS
Dominguez Wealth Management Solutions’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
50,450
+2,781
| +6% | +$1.22M | 15.35% | 1 |
|
|
2025
Q1 | $17.7M | Buy |
47,669
+2,906
| +6% | +$1.08M | 12.95% | 1 |
|
|
2024
Q4 | $18.4M | Buy |
44,763
+1,147
| +3% | +$471K | 13.41% | 1 |
|
|
2024
Q3 | $16.7M | Sell |
43,616
-1,901
| -4% | -$730K | 12.12% | 2 |
|
|
2024
Q2 | $17M | Buy |
45,517
+2,309
| +5% | +$864K | 12.82% | 1 |
|
|
2024
Q1 | $14.9M | Buy |
43,208
+931
| +2% | +$320K | 11.71% | 1 |
|
|
2023
Q4 | $13.1M | Sell |
42,277
-528
| -1% | -$164K | 10.9% | 3 |
|
|
2023
Q3 | $11.7M | Sell |
42,805
-34
| -0.1% | -$9.26K | 10.76% | 3 |
|
|
2023
Q2 | $12.1M | Buy |
42,839
+228
| +0.5% | +$64.5K | 10.6% | 3 |
|
|
2023
Q1 | $10.6M | Buy |
42,611
+853
| +2% | +$213K | 9.75% | 3 |
|
|
2022
Q4 | $8.9M | Buy |
+41,758
| New | +$8.9M | 8.84% | 3 |
|