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MOKAN Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

MOKAN Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.03M Sell
9,191
-3,871
-30% -$1.7M 2.25% 13
2025
Q1 		$4.84M Buy
13,062
+1,777
+16% +$659K 2.92% 10
2024
Q4 		$4.63M Buy
+11,285
New +$4.63M 2.95% 10