GWM
Gitterman Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+462
| New | +$202K | 0.05% | 144 |
|
|
2023
Q1 | – | Sell |
-1,006
| Closed | -$214K | – | 113 |
|
|
2022
Q4 | $214K | Sell |
1,006
-738
| -42% | -$157K | 0.11% | 65 |
|
|
2022
Q3 | $375K | Sell |
1,744
-1,803
| -51% | -$388K | 0.39% | 27 |
|
|
2022
Q2 | $790K | Sell |
3,547
-710
| -17% | -$158K | 0.74% | 17 |
|
|
2022
Q1 | $1.22M | Sell |
4,257
-879
| -17% | -$253K | 0.99% | 13 |
|
|
2021
Q4 | $1.65M | Sell |
5,136
-1,647
| -24% | -$528K | 1.22% | 12 |
|
|
2021
Q3 | $1.97M | Sell |
6,783
-1,102
| -14% | -$320K | 1.58% | 8 |
|
|
2021
Q2 | $2.26M | Sell |
7,885
-14,151
| -64% | -$4.06M | 1.83% | 8 |
|
|
2021
Q1 | $5.66M | Buy |
+22,036
| New | +$5.66M | 3.65% | 5 |
|