GWP
Gateway Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
2,755
+54
| +2% | +$23.7K | 0.23% | 105 |
|
|
2025
Q1 | $1M | Buy |
2,701
+395
| +17% | +$146K | 0.23% | 110 |
|
|
2024
Q4 | $947K | Buy |
2,306
+493
| +27% | +$202K | 0.25% | 99 |
|
|
2024
Q3 | $696K | Buy |
1,813
+976
| +117% | +$375K | 0.19% | 114 |
|
|
2024
Q2 | $313K | Buy |
837
+25
| +3% | +$9.36K | 0.09% | 196 |
|
|
2024
Q1 | $280K | Sell |
812
-27
| -3% | -$9.3K | 0.1% | 179 |
|
|
2023
Q4 | $261K | Sell |
839
-524
| -38% | -$163K | 0.11% | 172 |
|
|
2023
Q3 | $371K | Buy |
1,363
+233
| +21% | +$63.4K | 0.07% | 158 |
|
|
2023
Q2 | $320K | Buy |
1,130
+144
| +15% | +$40.8K | 0.06% | 176 |
|
|
2023
Q1 | $246K | Sell |
986
-16
| -2% | -$3.99K | 0.04% | 186 |
|
|
2022
Q4 | $214K | Buy |
+1,002
| New | +$214K | 0.04% | 184 |
|