Jamison Private Wealth Management’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
2025
Q3
$319K Buy
2025
Q2
$292K Hold
2025
Q1
$247K Hold
2024
Q4
$273K Hold
2024
Q3
$255K Buy
2024
Q2
$194K Hold
2024
Q1
$179K Hold
2023
Q4
$162K Hold
2023
Q3
$142K Buy