FFW
Fusion Family Wealth’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
3,849
-345
| -8% | -$151K | 0.14% | 23 |
|
|
2025
Q1 | $1.56M | Hold |
4,194
| – | – | 0.14% | 23 |
|
|
2024
Q4 | $1.72M | Hold |
4,194
| – | – | 0.16% | 21 |
|
|
2024
Q3 | $1.61M | Sell |
4,194
-5
| -0.1% | -$1.92K | 0.15% | 23 |
|
|
2024
Q2 | $1.57M | Hold |
4,199
| – | – | 0.16% | 23 |
|
|
2024
Q1 | $1.45M | Buy |
4,199
+345
| +9% | +$119K | 0.15% | 23 |
|
|
2023
Q4 | $1.2M | Hold |
3,854
| – | – | 0.14% | 23 |
|
|
2023
Q3 | $1.05M | Hold |
3,854
| – | – | 0.13% | 23 |
|
|
2023
Q2 | $1.09M | Buy |
3,854
+72
| +2% | +$20.4K | 0.13% | 23 |
|
|
2023
Q1 | $943K | Hold |
3,782
| – | – | 0.12% | 23 |
|
|
2022
Q4 | $806K | Sell |
3,782
-199
| -5% | -$42.4K | 0.11% | 23 |
|
|
2022
Q3 | $1.16M | Buy |
3,981
+199
| +5% | +$57.7K | 0.17% | 21 |
|
|
2022
Q2 | $843K | Sell |
3,782
-22
| -0.6% | -$4.9K | 0.12% | 21 |
|
|
2022
Q1 | $1.09M | Hold |
3,804
| – | – | 0.15% | 22 |
|
|
2021
Q4 | $1.22M | Sell |
3,804
-177
| -4% | -$56.8K | 0.18% | 21 |
|
|
2021
Q3 | $1.16M | Hold |
3,981
| – | – | 0.17% | 21 |
|
|
2021
Q2 | $1.14M | Buy |
3,981
+156
| +4% | +$44.8K | 0.17% | 21 |
|
|
2021
Q1 | $983K | Buy |
3,825
+822
| +27% | +$211K | 0.15% | 21 |
|
|
2020
Q4 | $761K | Hold |
3,003
| – | – | 0.13% | 22 |
|
|
2020
Q3 | $684K | Hold |
3,003
| – | – | 0.14% | 24 |
|
|
2020
Q2 | $607K | Hold |
3,003
| – | – | 0.14% | 23 |
|
|
2020
Q1 | $471K | Hold |
3,003
| – | – | 0.13% | 24 |
|
|
2019
Q4 | $547K | Hold |
3,003
| – | – | 0.13% | 25 |
|
|
2019
Q3 | $499K | Hold |
3,003
| – | – | 0.13% | 24 |
|
|
2019
Q2 | $491K | Hold |
3,003
| – | – | 0.12% | 32 |
|
|
2019
Q1 | $471K | Hold |
3,003
| – | – | 0.13% | 26 |
|
|
2018
Q4 | $403K | Sell |
3,003
-85
| -3% | -$11.4K | 0.12% | 46 |
|
|
2018
Q3 | $497K | Hold |
3,088
| – | – | 0.13% | 35 |
|
|
2018
Q2 | $463K | Hold |
3,088
| – | – | 0.13% | 38 |
|
|
2018
Q1 | $438K | Hold |
3,088
| – | – | 0.15% | 33 |
|
|
2017
Q4 | $434K | Hold |
3,088
| – | – | 0.11% | 45 |
|
|
2017
Q3 | $410K | Buy |
3,088
+423
| +16% | +$56.2K | 0.14% | 36 |
|
|
2017
Q2 | $337K | Buy |
2,665
+75
| +3% | +$9.48K | 0.12% | 52 |
|
|
2017
Q1 | $315K | Buy |
+2,590
| New | +$315K | 0.12% | 56 |
|