FWM
FFT Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,325
| Closed | -$544K | – | 197 |
|
|
2024
Q4 | $544K | Buy |
1,325
+172
| +15% | +$70.6K | 0.04% | 90 |
|
|
2024
Q3 | $443K | Hold |
1,153
| – | – | 0.03% | 96 |
|
|
2024
Q2 | $431K | Sell |
1,153
-51
| -4% | -$19.1K | 0.04% | 86 |
|
|
2024
Q1 | $414K | Sell |
1,204
-4
| -0.3% | -$1.38K | 0.04% | 85 |
|
|
2023
Q4 | $376K | Buy |
1,208
+125
| +12% | +$38.9K | 0.03% | 73 |
|
|
2023
Q3 | $295K | Hold |
1,083
| – | – | 0.04% | 64 |
|
|
2023
Q2 | $306K | Buy |
+1,083
| New | +$306K | 0.04% | 70 |
|