MBE Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
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|
2025
Q1 | $436K | Sell |
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|
2024
Q4 | $489K | Sell |
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|
2024
Q3 | $480K | Sell |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $434K | Hold |
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|
2023
Q4 | $392K | Buy |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $371K | Sell |
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|
2021
Q4 | $424K | Sell |
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|
2021
Q3 | $392K | Sell |
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|
2021
Q2 | $396K | Sell |
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|
2021
Q1 | $359K | Buy |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $153K | Buy |
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