National Wealth Management Group’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
Q3 | $519K | Buy |
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|
2025
Q2 | $430K | Sell |
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|
2025
Q1 | $507K | Sell |
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|
2024
Q4 | $632K | Sell |
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|
2024
Q3 | $628K | Buy |
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|
2024
Q2 | $553K | Buy |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $355K | Sell |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $513K | Buy |
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|
2022
Q2 | $247K | Hold |
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|
2022
Q1 | $319K | Sell |
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|
2021
Q4 | $374K | Buy |
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