Fortress Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,988
Closed -$3.24M 65
2023
Q1
$3.24M Buy
12,988
+6,711
+107% +$1.67M 2.27% 15
2022
Q4
$1.34M Buy
+6,277
New +$1.34M 1.11% 30