Melfa 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
$318K Sell
725
-100
-12% -$43.8K 0.2% 120
2025
Q1
$306K Hold
825
0.21% 118
2024
Q4
$338K Sell
825
-50
-6% -$20.5K 0.23% 109
2024
Q3
$336K Buy
875
+105
+14% +$40.3K 0.22% 112
2024
Q2
$288K Hold
770
0.2% 119
2024
Q1
$265K Buy
+770
New +$265K 0.19% 119