KWMG
King Wealth Management Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Sell |
1,780
-195
| -10% | -$85.4K | 0.11% | 73 |
|
|
2025
Q1 | $666K | Buy |
1,975
+166
| +9% | +$56K | 0.1% | 76 |
|
|
2024
Q4 | $742K | Buy |
1,809
+91
| +5% | +$37.3K | 0.11% | 71 |
|
|
2024
Q3 | $660K | Hold |
1,718
| – | – | 0.1% | 74 |
|
|
2024
Q2 | $643K | Hold |
1,718
| – | – | 0.11% | 74 |
|
|
2024
Q1 | $591K | Hold |
1,718
| – | – | 0.1% | 75 |
|
|
2023
Q4 | $534K | Hold |
1,718
| – | – | 0.1% | 77 |
|
|
2023
Q3 | $468K | Sell |
1,718
-563
| -25% | -$153K | 0.1% | 82 |
|
|
2023
Q2 | $645K | Buy |
2,281
+575
| +34% | +$163K | 0.13% | 68 |
|
|
2023
Q1 | $425K | Sell |
1,706
-50
| -3% | -$12.5K | 0.09% | 89 |
|
|
2022
Q4 | $374K | Sell |
1,756
-39
| -2% | -$8.31K | 0.09% | 101 |
|
|
2022
Q3 | $385K | Sell |
1,795
-5
| -0.3% | -$1.07K | 0.1% | 92 |
|
|
2022
Q2 | $401K | Sell |
1,800
-24
| -1% | -$5.35K | 0.1% | 98 |
|
|
2022
Q1 | $525K | Sell |
1,824
-11
| -0.6% | -$3.17K | 0.1% | 87 |
|
|
2021
Q4 | $589K | Sell |
1,835
-20
| -1% | -$6.42K | 0.11% | 94 |
|
|
2021
Q3 | $538K | Sell |
1,855
-50
| -3% | -$14.5K | 0.11% | 97 |
|
|
2021
Q2 | $546K | Sell |
1,905
-10
| -0.5% | -$2.87K | 0.11% | 91 |
|
|
2021
Q1 | $492K | Hold |
1,915
| – | – | 0.11% | 95 |
|
|
2020
Q4 | $485K | Buy |
1,915
+50
| +3% | +$12.7K | 0.11% | 93 |
|
|
2020
Q3 | $424K | Hold |
1,865
| – | – | 0.11% | 96 |
|
|
2020
Q2 | $377K | Hold |
1,865
| – | – | 0.11% | 98 |
|
|
2020
Q1 | $293K | Sell |
1,865
-45
| -2% | -$7.07K | 0.13% | 99 |
|
|
2019
Q4 | $348K | Buy |
1,910
+1
| +0.1% | +$182 | 0.09% | 100 |
|
|
2019
Q3 | $317K | Sell |
1,909
-23
| -1% | -$3.82K | 0.09% | 99 |
|
|
2019
Q2 | $316K | Hold |
1,932
| – | – | 0.09% | 96 |
|
|
2019
Q1 | $302K | Hold |
1,932
| – | – | 0.09% | 97 |
|
|
2018
Q4 | $259K | Buy |
1,932
+20
| +1% | +$2.68K | 0.09% | 100 |
|
|
2018
Q3 | $308K | Sell |
1,912
-15
| -0.8% | -$2.42K | 0.1% | 93 |
|
|
2018
Q2 | $288K | Hold |
1,927
| – | – | 0.1% | 95 |
|
|
2018
Q1 | $274K | Buy |
+1,927
| New | +$274K | 0.1% | 102 |
|
|
2014
Q4 | – | Sell |
-3,138
| Closed | -$312K | – | 121 |
|
|
2014
Q3 | $312K | Buy |
3,138
+260
| +9% | +$25.9K | 0.2% | 71 |
|
|
2014
Q2 | $284K | Buy |
2,878
+150
| +5% | +$14.8K | 0.18% | 85 |
|
|
2014
Q1 | $255K | Buy |
+2,728
| New | +$255K | 0.18% | 84 |
|