Heritage Wealth Management (Arizona)’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
2024
Q2
Sell
2024
Q1
$214K Sell
2023
Q4
$212K Buy
2022
Q4
$382K Buy
2022
Q3
$194K Sell
2022
Q2
$215K Sell
2022
Q1
$301K Buy
2021
Q3
$308K Sell
2021
Q2
$311K Sell
2021
Q1
$305K Buy