DWS
Dynamic Wealth Strategies’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
808
| – | – | 0.26% | 45 |
|
|
2025
Q1 | $300K | Hold |
808
| – | – | 0.25% | 48 |
|
|
2024
Q4 | $332K | Sell |
808
-938
| -54% | -$385K | 0.3% | 42 |
|
|
2024
Q3 | $670K | Sell |
1,746
-48
| -3% | -$18.4K | 0.55% | 27 |
|
|
2024
Q2 | $671K | Hold |
1,794
| – | – | 0.58% | 28 |
|
|
2024
Q1 | $617K | Hold |
1,794
| – | – | 0.53% | 29 |
|
|
2023
Q4 | $558K | Buy |
+1,794
| New | +$558K | 0.51% | 29 |
|