MWM
VUG icon

Maridea 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
$6.44M Buy
14,696
+2,194
+18% +$962K 1.68% 11
2025
Q1
$4.64M Sell
12,502
-7,052
-36% -$2.62M 1.51% 13
2024
Q4
$8.03M Buy
+19,554
New +$8.03M 2.58% 8