FWM
Fonville 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 | $9.16M | Buy |
20,879
+237
| +1% | +$104K | 2.32% | 13 |
|
|
2025
Q1 | $7.69M | Buy |
20,642
+3,337
| +19% | +$1.24M | 2.26% | 16 |
|
|
2024
Q4 | $7.1M | Sell |
17,305
-11
| -0.1% | -$4.52K | 2.35% | 14 |
|
|
2024
Q3 | $6.65M | Sell |
17,316
-69
| -0.4% | -$26.5K | 2.3% | 14 |
|
|
2024
Q2 | $6.51M | Buy |
17,385
+576
| +3% | +$216K | 2.58% | 11 |
|
|
2024
Q1 | $5.79M | Buy |
16,809
+319
| +2% | +$110K | 2.56% | 11 |
|
|
2023
Q4 | $5.13M | Buy |
+16,490
| New | +$5.13M | 2.72% | 11 |
|