FTWA
Fifth Third Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.52M | Buy |
14,873
+2,764
| +23% | +$1.21M | 0.27% | 60 |
|
2025
Q1 | $4.49M | Buy |
12,109
+510
| +4% | +$189K | 0.23% | 71 |
|
2024
Q4 | $4.76M | Buy |
11,599
+677
| +6% | +$278K | 0.26% | 61 |
|
2024
Q3 | $4.19M | Sell |
10,922
-2,224
| -17% | -$854K | 0.26% | 58 |
|
2024
Q2 | $4.92M | Buy |
13,146
+6,177
| +89% | +$2.31M | 0.37% | 44 |
|
2024
Q1 | $2.4M | Buy |
6,969
+758
| +12% | +$261K | 0.37% | 50 |
|
2023
Q4 | $1.93M | Buy |
6,211
+325
| +6% | +$101K | 0.63% | 38 |
|
2023
Q3 | $1.6M | Buy |
5,886
+35
| +0.6% | +$9.53K | 0.65% | 38 |
|
2023
Q2 | $1.66M | Buy |
+5,851
| New | +$1.66M | 1.07% | 25 |
|