HAM
Harmony Asset Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Buy |
2,195
+25
| +1% | +$11K | 0.36% | 74 |
|
|
2025
Q1 | $805K | Buy |
2,170
+255
| +13% | +$94.6K | 0.34% | 75 |
|
|
2024
Q4 | $786K | Sell |
1,915
-81
| -4% | -$33.2K | 0.31% | 77 |
|
|
2024
Q3 | $766K | Buy |
1,996
+199
| +11% | +$76.4K | 0.28% | 75 |
|
|
2024
Q2 | $672K | Buy |
1,797
+11
| +0.6% | +$4.11K | 0.28% | 75 |
|
|
2024
Q1 | $615K | Buy |
1,786
+819
| +85% | +$282K | 0.25% | 84 |
|
|
2023
Q4 | $301K | Buy |
+967
| New | +$301K | 0.13% | 109 |
|