MWM
MY Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
571
-50
| -8% | -$21.9K | 0.24% | 27 |
|
|
2025
Q1 | $230K | Hold |
621
| – | – | 0.22% | 24 |
|
|
2024
Q4 | $255K | Sell |
621
-14
| -2% | -$5.75K | 0.25% | 24 |
|
|
2024
Q3 | $244K | Buy |
+635
| New | +$244K | 0.25% | 24 |
|
|
2024
Q2 | – | Sell |
-635
| Closed | -$219K | – | 27 |
|
|
2024
Q1 | $219K | Sell |
635
-439
| -41% | -$151K | 0.24% | 24 |
|
|
2023
Q4 | $334K | Sell |
1,074
-71
| -6% | -$22.1K | 0.31% | 23 |
|
|
2023
Q3 | $312K | Hold |
1,145
| – | – | 0.31% | 26 |
|
|
2023
Q2 | $324K | Hold |
1,145
| – | – | 0.3% | 27 |
|
|
2023
Q1 | $286K | Hold |
1,145
| – | – | 0.29% | 27 |
|
|
2022
Q4 | $244K | Hold |
1,145
| – | – | 0.37% | 23 |
|
|
2022
Q3 | $245K | Sell |
1,145
-201
| -15% | -$43K | 0.26% | 24 |
|
|
2022
Q2 | $300K | Hold |
1,346
| – | – | 0.32% | 25 |
|
|
2022
Q1 | $387K | Sell |
1,346
-39
| -3% | -$11.2K | 0.36% | 23 |
|
|
2021
Q4 | $444K | Buy |
+1,385
| New | +$444K | 0.39% | 23 |
|