Monument Group Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$387K Sell
2025
Q1
$528K Buy
2024
Q4
Sell
2024
Q3
$345K Hold
2024
Q2
$335K Hold
2024
Q1
$309K Hold
2023
Q4
$279K Buy