LWM
Ledge Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18.6M | Buy |
59,902
+667
| +1% | +$207K | 7.24% | 4 |
|
|
2023
Q3 | $16.1M | Buy |
59,235
+9,169
| +18% | +$2.5M | 7.24% | 3 |
|
|
2023
Q2 | $14.2M | Buy |
50,066
+12,469
| +33% | +$3.53M | 6.77% | 3 |
|
|
2023
Q1 | $9.38M | Buy |
37,597
+25,052
| +200% | +$6.25M | 4.45% | 6 |
|
|
2022
Q4 | $2.67M | Buy |
12,545
+1,894
| +18% | +$404K | 1.22% | 21 |
|
|
2022
Q3 | $2.28M | Buy |
10,651
+9,641
| +955% | +$2.06M | 1.4% | 17 |
|
|
2022
Q2 | $225K | Buy |
1,010
+302
| +43% | +$67.3K | 0.14% | 62 |
|
|
2022
Q1 | $204K | Buy |
+708
| New | +$204K | 0.13% | 69 |
|