PWM
Power Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
608
-31
| -5% | -$13.6K | 0.1% | 81 |
|
|
2025
Q1 | $237K | Sell |
639
-72
| -10% | -$26.7K | 0.1% | 77 |
|
|
2024
Q4 | $292K | Sell |
711
-97
| -12% | -$39.8K | 0.12% | 79 |
|
|
2024
Q3 | $310K | Hold |
808
| – | – | 0.13% | 75 |
|
|
2024
Q2 | $302K | Hold |
808
| – | – | 0.14% | 81 |
|
|
2024
Q1 | $278K | Sell |
808
-65
| -7% | -$22.4K | 0.17% | 81 |
|
|
2023
Q4 | $271K | Buy |
+873
| New | +$271K | 0.19% | 77 |
|