EWM
Evermay 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 | $3.27M | Sell |
7,454
-5
| -0.1% | -$2.19K | 0.4% | 30 |
|
|
2025
Q1 | $2.77M | Hold |
7,459
| – | – | 0.36% | 32 |
|
|
2024
Q4 | $3.06M | Sell |
7,459
-259
| -3% | -$106K | 0.46% | 31 |
|
|
2024
Q3 | $2.96M | Sell |
7,718
-55
| -0.7% | -$21.1K | 0.48% | 31 |
|
|
2024
Q2 | $2.91M | Hold |
7,773
| – | – | 0.47% | 31 |
|
|
2024
Q1 | $2.68M | Sell |
7,773
-15
| -0.2% | -$5.16K | 0.4% | 37 |
|
|
2023
Q4 | $2.42M | Sell |
7,788
-351
| -4% | -$109K | 0.45% | 28 |
|
|
2023
Q3 | $2.22M | Sell |
8,139
-1
| -0% | -$272 | 0.45% | 28 |
|
|
2023
Q2 | $2.3M | Hold |
8,140
| – | – | 0.44% | 28 |
|
|
2023
Q1 | $2.03M | Sell |
8,140
-243
| -3% | -$60.6K | 0.41% | 29 |
|
|
2022
Q4 | $1.79M | Sell |
8,383
-241
| -3% | -$51.4K | 0.36% | 32 |
|
|
2022
Q3 | $1.85M | Sell |
8,624
-25
| -0.3% | -$5.35K | 0.37% | 32 |
|
|
2022
Q2 | $1.93M | Sell |
8,649
-1,669
| -16% | -$372K | 0.37% | 29 |
|
|
2022
Q1 | $2.97M | Buy |
+10,318
| New | +$2.97M | 0.5% | 24 |
|