Prosperity Wealth Management’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
$752K Buy
1,715
+356
+26% +$156K 0.28% 81
2025
Q1
$504K Buy
1,359
+291
+27% +$108K 0.24% 99
2024
Q4
$439K Sell
1,068
-70
-6% -$28.7K 0.18% 111
2024
Q3
$437K Buy
1,138
+30
+3% +$11.5K 0.17% 97
2024
Q2
$415K Buy
1,108
+24
+2% +$8.98K 0.2% 100
2024
Q1
$373K Buy
1,084
+345
+47% +$119K 0.18% 97
2023
Q4
$230K Sell
739
-717
-49% -$223K 0.15% 110
2023
Q3
$396K Buy
1,456
+148
+11% +$40.3K 0.26% 70
2023
Q2
$370K Buy
+1,308
New +$370K 0.24% 64