PWS
Physician Wealth Solutions’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $279K | Hold |
637
| – | – | 0.13% | 42 |
|
2025
Q1 | $236K | Hold |
637
| – | – | 0.12% | 40 |
|
2024
Q4 | $261K | Hold |
637
| – | – | 0.13% | 39 |
|
2024
Q3 | $251K | Hold |
637
| – | – | 0.13% | 37 |
|
2024
Q2 | $238K | Hold |
637
| – | – | 0.17% | 38 |
|
2024
Q1 | $219K | Sell |
637
-32
| -5% | -$11K | 0.18% | 37 |
|
2023
Q4 | $208K | Buy |
+669
| New | +$208K | 0.21% | 36 |
|