GWM
GSB 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 | $281K | Hold |
642
| – | – | 0.07% | 191 |
|
|
2025
Q1 | $238K | Sell |
642
-94
| -13% | -$34.9K | 0.06% | 194 |
|
|
2024
Q4 | $302K | Sell |
736
-158
| -18% | -$64.9K | 0.08% | 175 |
|
|
2024
Q3 | $343K | Sell |
894
-40
| -4% | -$15.4K | 0.09% | 167 |
|
|
2024
Q2 | $349K | Sell |
934
-11
| -1% | -$4.11K | 0.1% | 162 |
|
|
2024
Q1 | $325K | Sell |
945
-55
| -6% | -$18.9K | 0.09% | 168 |
|
|
2023
Q4 | $311K | Sell |
1,000
-172
| -15% | -$53.4K | 0.1% | 163 |
|
|
2023
Q3 | $319K | Hold |
1,172
| – | – | 0.11% | 153 |
|
|
2023
Q2 | $332K | Buy |
1,172
+1
| +0.1% | +$283 | 0.11% | 159 |
|
|
2023
Q1 | $292K | Sell |
1,171
-117
| -9% | -$29.2K | 0.1% | 167 |
|
|
2022
Q4 | $274K | Buy |
1,288
+50
| +4% | +$10.7K | 0.1% | 166 |
|
|
2022
Q3 | $265K | Buy |
1,238
+6
| +0.5% | +$1.28K | 0.1% | 177 |
|
|
2022
Q2 | $275K | Sell |
1,232
-279
| -18% | -$62.3K | 0.09% | 181 |
|
|
2022
Q1 | $435K | Buy |
1,511
+446
| +42% | +$128K | 0.13% | 165 |
|
|
2021
Q4 | $342K | Buy |
+1,065
| New | +$342K | 0.1% | 177 |
|
|
2021
Q3 | – | Sell |
-787
| Closed | -$226K | – | 222 |
|
|
2021
Q2 | $226K | Buy |
787
+7
| +0.9% | +$2.01K | 0.07% | 205 |
|
|
2021
Q1 | $200K | Buy |
+780
| New | +$200K | 0.07% | 207 |
|