MWM
MGB 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 | $427K | Buy |
974
+194
| +25% | +$85K | 0.14% | 137 |
|
|
2025
Q1 | $289K | Sell |
780
-8,375
| -91% | -$3.1M | 0.1% | 171 |
|
|
2024
Q4 | $3.78M | Buy |
9,155
+209
| +2% | +$86.2K | 1.17% | 9 |
|
|
2024
Q3 | $3.43M | Buy |
8,946
+209
| +2% | +$80.1K | 1.24% | 10 |
|
|
2024
Q2 | $3.36M | Sell |
8,737
-28
| -0.3% | -$10.8K | 1.26% | 12 |
|
|
2024
Q1 | $3.02M | Hold |
8,765
| – | – | 1.23% | 13 |
|
|
2023
Q4 | $2.72M | Buy |
+8,765
| New | +$2.72M | 1.37% | 13 |
|