MGWM
Marks Group 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 | $2.18M | Sell |
4,969
-199
| -4% | -$87.2K | 0.2% | 115 |
|
|
2025
Q1 | $1.92M | Sell |
5,168
-39
| -0.7% | -$14.5K | 0.18% | 123 |
|
|
2024
Q4 | $2.14M | Sell |
5,207
-273
| -5% | -$112K | 0.21% | 115 |
|
|
2024
Q3 | $2.1M | Hold |
5,480
| – | – | 0.2% | 122 |
|
|
2024
Q2 | $2.05M | Sell |
5,480
-73
| -1% | -$27.3K | 0.22% | 115 |
|
|
2024
Q1 | $1.91M | Buy |
5,553
+117
| +2% | +$40.3K | 0.2% | 126 |
|
|
2023
Q4 | $1.69M | Buy |
5,436
+58
| +1% | +$18K | 0.19% | 133 |
|
|
2023
Q3 | $1.46M | Buy |
5,378
+122
| +2% | +$33.2K | 0.18% | 139 |
|
|
2023
Q2 | $1.49M | Sell |
5,256
-46
| -0.9% | -$13K | 0.18% | 139 |
|
|
2023
Q1 | $1.32M | Buy |
5,302
+3,233
| +156% | +$806K | 0.17% | 143 |
|
|
2022
Q4 | $441K | Buy |
2,069
+75
| +4% | +$16K | 0.06% | 218 |
|
|
2022
Q3 | $427K | Hold |
1,994
| – | – | 0.07% | 212 |
|
|
2022
Q2 | $444K | Buy |
1,994
+90
| +5% | +$20K | 0.06% | 214 |
|
|
2022
Q1 | $548K | Sell |
1,904
-18
| -0.9% | -$5.18K | 0.07% | 224 |
|
|
2021
Q4 | $618K | Sell |
1,922
-39
| -2% | -$12.5K | 0.08% | 213 |
|
|
2021
Q3 | $569K | Buy |
1,961
+314
| +19% | +$91.1K | 0.08% | 193 |
|
|
2021
Q2 | $473K | Sell |
1,647
-37
| -2% | -$10.6K | 0.06% | 188 |
|
|
2021
Q1 | $433K | Sell |
1,684
-119
| -7% | -$30.6K | 0.06% | 186 |
|
|
2020
Q4 | $457K | Buy |
1,803
+222
| +14% | +$56.3K | 0.07% | 177 |
|
|
2020
Q3 | $360K | Hold |
1,581
| – | – | 0.07% | 188 |
|
|
2020
Q2 | $319K | Sell |
1,581
-416
| -21% | -$83.9K | 0.06% | 188 |
|
|
2020
Q1 | $313K | Buy |
1,997
+68
| +4% | +$10.7K | 0.08% | 175 |
|
|
2019
Q4 | $351K | Buy |
+1,929
| New | +$351K | 0.07% | 192 |
|