Private Wealth Management Group’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
524
-114
| -18% | -$50K | 0.08% | 75 |
|
|
2025
Q1 | $237K | Buy |
638
+215
| +51% | +$79.7K | 0.09% | 74 |
|
|
2024
Q4 | $174K | Hold |
423
| – | – | 0.07% | 84 |
|
|
2024
Q3 | $162K | Sell |
423
-373
| -47% | -$143K | 0.06% | 82 |
|
|
2024
Q2 | $298K | Buy |
796
+373
| +88% | +$140K | 0.13% | 62 |
|
|
2024
Q1 | $146K | Hold |
423
| – | – | 0.07% | 80 |
|
|
2023
Q4 | $132K | Buy |
+423
| New | +$132K | 0.06% | 84 |
|