Gateway Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.5M	Buy	144,540 +42,222	+41%	+$3.28M	0.41%	60
2025 Q4	$8.32M	Buy	102,318 +6,666	+7%	+$541K	0.93%	22
2025 Q3	$7.65M	Buy	95,652 +79,122	+479%	+$6.05M	1.03%	21
2025 Q2	$1.21M	Buy	16,530 +324	+2%	+$21.3K	0.23%	105
2025 Q1	$1M	Buy	16,206 +2,370	+17%	+$160K	0.23%	110
2024 Q4	$947K	Buy	13,836 +2,958	+27%	+$199K	0.25%	99
2024 Q3	$696K	Buy	10,878 +5,856	+117%	+$363K	0.19%	114
2024 Q2	$313K	Buy	5,022 +150	+3%	+$8.75K	0.09%	196
2024 Q1	$280K	Sell	4,872 -162	-3%	-$8.91K	0.1%	179
2023 Q4	$261K	Sell	5,034 -3,144	-38%	-$152K	0.11%	172
2023 Q3	$371K	Buy	8,178 +1,398	+21%	+$66K	0.07%	158
2023 Q2	$320K	Buy	6,780 +864	+15%	+$37.5K	0.06%	176
2023 Q1	$246K	Sell	5,916 -96	-2%	-$3.73K	0.04%	186
2022 Q4	$214K	Buy	+6,012	New	+$221K	0.04%	184