MWM
MBE 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 | $508K | Sell |
1,159
-17
| -1% | -$7.45K | 0.22% | 59 |
|
|
2025
Q1 | $436K | Sell |
1,176
-15
| -1% | -$5.56K | 0.21% | 62 |
|
|
2024
Q4 | $489K | Sell |
1,191
-59
| -5% | -$24.2K | 0.28% | 47 |
|
|
2024
Q3 | $480K | Sell |
1,250
-10
| -0.8% | -$3.84K | 0.26% | 54 |
|
|
2024
Q2 | $471K | Sell |
1,260
-1
| -0.1% | -$374 | 0.29% | 47 |
|
|
2024
Q1 | $434K | Hold |
1,261
| – | – | 0.27% | 55 |
|
|
2023
Q4 | $392K | Buy |
1,261
+54
| +4% | +$16.8K | 0.2% | 57 |
|
|
2023
Q3 | $329K | Hold |
1,207
| – | – | 0.19% | 56 |
|
|
2023
Q2 | $341K | Sell |
1,207
-25
| -2% | -$7.07K | 0.18% | 56 |
|
|
2023
Q1 | $307K | Sell |
1,232
-79
| -6% | -$19.7K | 0.18% | 56 |
|
|
2022
Q4 | $279K | Buy |
1,311
+20
| +2% | +$4.26K | 0.18% | 53 |
|
|
2022
Q3 | $276K | Buy |
1,291
+25
| +2% | +$5.35K | 0.2% | 48 |
|
|
2022
Q2 | $282K | Sell |
1,266
-24
| -2% | -$5.35K | 0.2% | 49 |
|
|
2022
Q1 | $371K | Sell |
1,290
-32
| -2% | -$9.2K | 0.22% | 38 |
|
|
2021
Q4 | $424K | Sell |
1,322
-30
| -2% | -$9.62K | 0.22% | 35 |
|
|
2021
Q3 | $392K | Sell |
1,352
-29
| -2% | -$8.41K | 0.2% | 34 |
|
|
2021
Q2 | $396K | Sell |
1,381
-16
| -1% | -$4.59K | 0.21% | 34 |
|
|
2021
Q1 | $359K | Buy |
1,397
+194
| +16% | +$49.9K | 0.19% | 41 |
|
|
2020
Q4 | $304K | Buy |
+1,203
| New | +$304K | 0.21% | 40 |
|
|
2020
Q2 | – | Sell |
-978
| Closed | -$153K | – | 514 |
|
|
2020
Q1 | $153K | Buy |
+978
| New | +$153K | 0.15% | 51 |
|