LWM
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Level Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Level Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$806K Hold
1,839
– – 0.47% 21
2025
Q1 		$682K Buy
1,839
+50
+3% +$18.5K 0.45% 21
2024
Q4 		$734K Buy
+1,789
New +$734K 0.52% 19