JPL 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
Q2
$374K Sell
2025
Q1
$359K Sell
2024
Q4
$425K Buy
2024
Q2
$255K Sell
2024
Q1
$269K Sell
2023
Q4
$259K Buy