LWM
LJI 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 | $880K | Hold |
2,007
| – | – | 0.15% | 63 |
|
|
2025
Q1 | $744K | Buy |
2,007
+13
| +0.7% | +$4.82K | 0.15% | 64 |
|
|
2024
Q4 | $818K | Hold |
1,994
| – | – | 0.16% | 58 |
|
|
2024
Q3 | $766K | Buy |
1,994
+136
| +7% | +$52.2K | 0.16% | 69 |
|
|
2024
Q2 | $695K | Sell |
1,858
-50
| -3% | -$18.7K | 0.15% | 69 |
|
|
2024
Q1 | $657K | Hold |
1,908
| – | – | 0.17% | 62 |
|
|
2023
Q4 | $593K | Buy |
1,908
+35
| +2% | +$10.9K | 0.15% | 74 |
|
|
2023
Q3 | $510K | Buy |
1,873
+35
| +2% | +$9.53K | 0.15% | 75 |
|
|
2023
Q2 | $520K | Buy |
+1,838
| New | +$520K | 0.15% | 74 |
|