MGO Private Wealth’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
$289K Hold
659
0.19% 52
2025
Q1
$244K Hold
659
0.17% 50
2024
Q4
$270K Hold
659
0.19% 51
2024
Q3
$253K Sell
659
-18,107
-96% -$6.95M 0.18% 51
2024
Q2
$7.02M Sell
18,766
-610
-3% -$228K 4.41% 5
2024
Q1
$6.67M Sell
19,376
-1,546
-7% -$532K 4.18% 7
2023
Q4
$6.5M Buy
20,922
+143
+0.7% +$44.5K 4.47% 7
2023
Q3
$5.66M Buy
20,779
+2,495
+14% +$679K 4.22% 7
2023
Q2
$5.17M Buy
18,284
+11,127
+155% +$3.15M 3.89% 8
2023
Q1
$1.79M Buy
+7,157
New +$1.79M 1.4% 19