JWM
JPL 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 | $374K | Sell |
854
-113
| -12% | -$49.5K | 0.1% | 96 |
|
|
2025
Q1 | $359K | Sell |
967
-68
| -7% | -$25.2K | 0.1% | 97 |
|
|
2024
Q4 | $425K | Buy |
+1,035
| New | +$425K | 0.12% | 100 |
|
|
2024
Q2 | $255K | Sell |
682
-99
| -13% | -$37K | 0.12% | 91 |
|
|
2024
Q1 | $269K | Sell |
781
-53
| -6% | -$18.2K | 0.15% | 96 |
|
|
2023
Q4 | $259K | Buy |
+834
| New | +$259K | 0.19% | 94 |
|