McGlone Suttner Wealth Management’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
$393K Hold
897
0.06% 135
2025
Q1
$333K Buy
+897
New +$333K 0.05% 144
2024
Q1
Sell
-401
Closed -$125K 787
2023
Q4
$125K Buy
+401
New +$125K 0.02% 190