GW & Wade’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
2023
Q4
$306K Hold
2023
Q3
$268K Hold
2023
Q2
$278K Hold
2023
Q1
$245K Sell
2022
Q4
$221K Buy
2022
Q3
Sell
2022
Q2
$247K Sell
2022
Q1
$331K Sell
2021
Q4
$371K Sell
2021
Q3
$357K Sell
2021
Q2
$399K Sell
2021
Q1
$895K Buy
2020
Q4
$405K Buy
2015
Q1
Sell
2014
Q4
$235K Buy