QPWM
Quadrant Private 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 | $2.58M | Buy |
5,882
+227
| +4% | +$99.6K | 0.54% | 53 |
|
2025
Q1 | $2.1M | Sell |
5,655
-3
| -0.1% | -$1.11K | 0.52% | 63 |
|
2024
Q4 | $2.32M | Sell |
5,658
-2,023
| -26% | -$830K | 0.57% | 46 |
|
2024
Q3 | $2.95M | Buy |
7,681
+52
| +0.7% | +$20K | 0.73% | 34 |
|
2024
Q2 | $2.86M | Buy |
7,629
+98
| +1% | +$36.7K | 0.66% | 41 |
|
2024
Q1 | $2.59M | Sell |
7,531
-1,586
| -17% | -$546K | 0.66% | 42 |
|
2023
Q4 | $2.83M | Buy |
+9,117
| New | +$2.83M | 0.79% | 36 |
|
2023
Q3 | – | Sell |
-9,323
| Closed | -$2.64M | – | 251 |
|
2023
Q2 | $2.64M | Sell |
9,323
-926
| -9% | -$262K | 0.76% | 34 |
|
2023
Q1 | $2.56M | Sell |
10,249
-53
| -0.5% | -$13.2K | 0.8% | 34 |
|
2022
Q4 | $2.2M | Buy |
+10,302
| New | +$2.2M | 0.74% | 41 |
|