FWA
FSM 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 | $5.29M | Buy |
12,059
+10,774
| +838% | +$4.73M | 0.86% | 24 |
|
|
2025
Q1 | $476K | Hold |
1,285
| – | – | 0.11% | 114 |
|
|
2024
Q4 | $527K | Buy |
1,285
+21
| +2% | +$8.62K | 0.13% | 94 |
|
|
2024
Q3 | $485K | Buy |
1,264
+278
| +28% | +$107K | 0.13% | 95 |
|
|
2024
Q2 | $369K | Hold |
986
| – | – | 0.12% | 100 |
|
|
2024
Q1 | $339K | Sell |
986
-256
| -21% | -$88.1K | 0.12% | 114 |
|
|
2023
Q4 | $386K | Buy |
1,242
+292
| +31% | +$90.8K | 0.16% | 98 |
|
|
2023
Q3 | $259K | Sell |
950
-126
| -12% | -$34.3K | 0.13% | 120 |
|
|
2023
Q2 | $303K | Buy |
1,076
+13
| +1% | +$3.66K | 0.15% | 116 |
|
|
2023
Q1 | $265K | Hold |
1,063
| – | – | 0.15% | 125 |
|
|
2022
Q4 | $227K | Hold |
1,063
| – | – | 0.16% | 127 |
|
|
2022
Q3 | $227K | Sell |
1,063
-14
| -1% | -$2.99K | 0.19% | 120 |
|
|
2022
Q2 | $276K | Buy |
+1,077
| New | +$276K | 0.27% | 89 |
|