PFWA
Paces Ferry Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-530
| Closed | -$218K | – | 132 |
|
|
2024
Q4 | $218K | Buy |
+530
| New | +$218K | 0.11% | 116 |
|
|
2024
Q1 | – | Sell |
-2,547
| Closed | -$792K | – | 116 |
|
|
2023
Q4 | $792K | Buy |
+2,547
| New | +$792K | 0.55% | 43 |
|
|
2023
Q1 | – | Sell |
-2,122
| Closed | -$452K | – | 117 |
|
|
2022
Q4 | $452K | Buy |
+2,122
| New | +$452K | 0.44% | 52 |
|
|
2022
Q1 | – | Sell |
-773
| Closed | -$248K | – | 122 |
|
|
2021
Q4 | $248K | Buy |
+773
| New | +$248K | 0.18% | 99 |
|
|
2020
Q4 | – | Sell |
-54
| Closed | -$12K | – | 1078 |
|
|
2020
Q3 | $12K | Buy |
+54
| New | +$12K | 0.01% | 419 |
|