HWA
HHM 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 | $4.12M | Buy |
9,396
+393
| +4% | +$172K | 0.49% | 18 |
|
|
2025
Q1 | $3.34M | Buy |
9,003
+111
| +1% | +$41.2K | 0.45% | 20 |
|
|
2024
Q4 | $3.65M | Buy |
8,892
+208
| +2% | +$85.4K | 0.5% | 19 |
|
|
2024
Q3 | $3.33M | Buy |
8,684
+1,937
| +29% | +$744K | 0.47% | 19 |
|
|
2024
Q2 | $2.52M | Sell |
6,747
-1,027
| -13% | -$384K | 0.38% | 23 |
|
|
2024
Q1 | $2.68M | Sell |
7,774
-214
| -3% | -$73.7K | 0.44% | 20 |
|
|
2023
Q4 | $2.48M | Hold |
7,988
| – | – | 0.43% | 20 |
|
|
2023
Q3 | $2.18M | Sell |
7,988
-12
| -0.2% | -$3.27K | 0.42% | 21 |
|
|
2023
Q2 | $2.26M | Buy |
8,000
+769
| +11% | +$218K | 0.42% | 22 |
|
|
2023
Q1 | $1.8M | Sell |
7,231
-287
| -4% | -$71.6K | 0.37% | 27 |
|
|
2022
Q4 | $1.6M | Buy |
+7,518
| New | +$1.6M | 0.37% | 27 |
|