M Wealth Management LLC’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$637K	Hold	1,453	–	–	0.59%	25
2025 Q1	$539K	Buy	1,453 +2	+0.1%	+$742	0.5%	27
2024 Q4	$596K	Buy	+1,451	New	+$596K	0.54%	24