PBMares Wealth Management’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
Q2 | $401K | Sell |
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|
2025
Q1 | $430K | Buy |
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|
2024
Q4 | $418K | Buy |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $461K | Buy |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $334K | Buy |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $292K | Buy |
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