HNWA
Henrickson Nauta Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
661
-4
| -0.6% | -$1.75K | 0.1% | 63 |
|
|
2025
Q1 | $235K | Hold |
665
| – | – | 0.1% | 67 |
|
|
2024
Q4 | $273K | Sell |
665
-14
| -2% | -$5.75K | 0.11% | 65 |
|
|
2024
Q3 | $261K | Sell |
679
-652
| -49% | -$250K | 0.1% | 68 |
|
|
2024
Q2 | $499K | Buy |
1,331
+705
| +113% | +$264K | 0.21% | 46 |
|
|
2024
Q1 | $213K | Sell |
626
-1,144
| -65% | -$390K | 0.09% | 67 |
|
|
2023
Q4 | $550K | Buy |
+1,770
| New | +$550K | 0.27% | 37 |
|
|
2022
Q1 | – | Sell |
-37
| Closed | -$10K | – | 264 |
|
|
2021
Q4 | $10K | Buy |
+37
| New | +$10K | 0.01% | 152 |
|