MGWA
Monument Group Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
882
-543
| -38% | -$238K | 0.24% | 26 |
|
|
2025
Q1 | $528K | Buy |
+1,425
| New | +$528K | 0.37% | 20 |
|
|
2024
Q4 | – | Sell |
-897
| Closed | -$345K | – | 53 |
|
|
2024
Q3 | $345K | Hold |
897
| – | – | 0.21% | 30 |
|
|
2024
Q2 | $335K | Hold |
897
| – | – | 0.23% | 30 |
|
|
2024
Q1 | $309K | Hold |
897
| – | – | 0.23% | 33 |
|
|
2023
Q4 | $279K | Buy |
+897
| New | +$279K | 0.24% | 32 |
|