Perfromance Wealth Partners’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
$566M Sell
2025
Q1
$479M Buy
2024
Q4
$528M Buy
2024
Q3
$491M Buy
2024
Q2
$473M Buy
2024
Q1
$425M Buy
2023
Q4
$365M Buy
2023
Q3
$302M Buy
2023
Q2
$305M Sell
2023
Q1
$269M Buy
2022
Q4
$225M Sell
2022
Q3
$229M Buy
2022
Q2
$223M Buy
2022
Q1
$286M Buy
2021
Q4
$319M Buy