EWM
Evergreen 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 | $2.39M | Sell |
5,444
-132
| -2% | -$57.9K | 1.34% | 26 |
|
|
2025
Q1 | $2.07M | Sell |
5,576
-126
| -2% | -$46.7K | 1.23% | 32 |
|
|
2024
Q4 | $2.34M | Sell |
5,702
-97
| -2% | -$39.8K | 1.38% | 27 |
|
|
2024
Q3 | $2.23M | Sell |
5,799
-710
| -11% | -$273K | 1.34% | 27 |
|
|
2024
Q2 | $2.43M | Hold |
6,509
| – | – | 1.61% | 25 |
|
|
2024
Q1 | $2.24M | Hold |
6,509
| – | – | 1.52% | 26 |
|
|
2023
Q4 | $2.02M | Buy |
6,509
+1
| +0% | +$311 | 1.49% | 26 |
|
|
2023
Q3 | $1.77M | Buy |
6,508
+18
| +0.3% | +$4.9K | 1.4% | 24 |
|
|
2023
Q2 | $1.84M | Sell |
6,490
-16
| -0.2% | -$4.53K | 1.44% | 25 |
|
|
2023
Q1 | $1.62M | Buy |
6,506
+384
| +6% | +$95.8K | 1.44% | 26 |
|
|
2022
Q4 | $1.3M | Buy |
+6,122
| New | +$1.3M | 1.2% | 33 |
|