EWM
Endowment Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
2,686
+174
| +7% | +$76.3K | 0.61% | 44 |
|
|
2025
Q1 | $932K | Sell |
2,512
-678
| -21% | -$251K | 0.6% | 47 |
|
|
2024
Q4 | $1.31M | Sell |
3,190
-326
| -9% | -$134K | 0.88% | 32 |
|
|
2024
Q3 | $1.35M | Buy |
3,516
+494
| +16% | +$190K | 0.89% | 32 |
|
|
2024
Q2 | $1.13M | Sell |
3,022
-150
| -5% | -$56.1K | 0.82% | 34 |
|
|
2024
Q1 | $1.09M | Buy |
3,172
+1,957
| +161% | +$674K | 0.82% | 31 |
|
|
2023
Q4 | $378K | Sell |
1,215
-83
| -6% | -$25.8K | 0.31% | 71 |
|
|
2023
Q3 | $354K | Sell |
1,298
-19
| -1% | -$5.18K | 0.32% | 81 |
|
|
2023
Q2 | $373K | Sell |
1,317
-45
| -3% | -$12.7K | 0.34% | 78 |
|
|
2023
Q1 | $340K | Buy |
1,362
+18
| +1% | +$4.49K | 0.34% | 72 |
|
|
2022
Q4 | $286K | Hold |
1,344
| – | – | 0.32% | 77 |
|
|
2022
Q3 | $287K | Buy |
1,344
+6
| +0.4% | +$1.28K | 0.35% | 75 |
|
|
2022
Q2 | $298K | Buy |
1,338
+118
| +10% | +$26.3K | 0.36% | 73 |
|
|
2022
Q1 | $351K | Sell |
1,220
-151
| -11% | -$43.4K | 0.37% | 69 |
|
|
2021
Q4 | $440K | Buy |
+1,371
| New | +$440K | 0.44% | 48 |
|