PWP
Perfromance Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566M | Sell |
1,290,691
-1,923
| -0.1% | -$843K | 18.1% | 2 |
|
|
2025
Q1 | $479M | Buy |
1,292,614
+5,596
| +0.4% | +$2.08M | 17.12% | 2 |
|
|
2024
Q4 | $528M | Buy |
1,287,018
+7,998
| +0.6% | +$3.28M | 16.98% | 2 |
|
|
2024
Q3 | $491M | Buy |
1,279,020
+13,856
| +1% | +$5.32M | 16.91% | 2 |
|
|
2024
Q2 | $473M | Buy |
1,265,164
+31,330
| +3% | +$11.7M | 17.44% | 2 |
|
|
2024
Q1 | $425M | Buy |
1,233,834
+59,226
| +5% | +$20.4M | 17.82% | 2 |
|
|
2023
Q4 | $365M | Buy |
1,174,608
+64,331
| +6% | +$20M | 16.05% | 2 |
|
|
2023
Q3 | $302M | Buy |
1,110,277
+31,462
| +3% | +$8.57M | 14.7% | 2 |
|
|
2023
Q2 | $305M | Sell |
1,078,815
-258
| -0% | -$73K | 14.04% | 2 |
|
|
2023
Q1 | $269M | Buy |
1,079,073
+24,803
| +2% | +$6.19M | 13.8% | 2 |
|
|
2022
Q4 | $225M | Sell |
1,054,270
-14,384
| -1% | -$3.07M | 13.52% | 2 |
|
|
2022
Q3 | $229M | Buy |
1,068,654
+67,752
| +7% | +$14.5M | 13.24% | 2 |
|
|
2022
Q2 | $223M | Buy |
1,000,902
+6,411
| +0.6% | +$1.43M | 12.54% | 2 |
|
|
2022
Q1 | $286M | Buy |
994,491
+1,518
| +0.2% | +$437K | 12.46% | 2 |
|
|
2021
Q4 | $319M | Buy |
+992,973
| New | +$319M | 12.86% | 2 |
|