JWM
JGP Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
791
+100
| +14% | +$43.9K | 0.04% | 155 |
|
|
2025
Q1 | $256K | Buy |
691
+15
| +2% | +$5.56K | 0.03% | 167 |
|
|
2024
Q4 | $277K | Buy |
676
+48
| +8% | +$19.7K | 0.04% | 160 |
|
|
2024
Q3 | $241K | Buy |
+628
| New | +$241K | 0.03% | 165 |
|
|
2020
Q1 | – | Sell |
-1,154
| Closed | -$213K | – | 139 |
|
|
2019
Q4 | $213K | Buy |
+1,154
| New | +$213K | 0.06% | 127 |
|