Endowment 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
Q2 | $1.18M | Buy |
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|
2025
Q1 | $932K | Sell |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $286K | Hold |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $440K | Buy |
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