MorganRosel Wealth Management’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
$235K Hold
535
0.06% 101
2025
Q1
$198K Sell
535
-31
-5% -$11.5K 0.06% 103
2024
Q4
$232K Hold
566
0.08% 102
2024
Q3
$217K Sell
566
-13
-2% -$4.99K 0.07% 99
2024
Q2
$217K Buy
+579
New +$217K 0.08% 97