QWM
Quaker 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 | $9.37M | Buy |
+21,373
| New | +$9.37M | 3.14% | 9 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 840 |
|
|
2024
Q3 | $7.85M | Buy |
+20,452
| New | +$7.85M | 2.88% | 13 |
|
|
2024
Q1 | $6.75M | Sell |
19,614
-1,036
| -5% | -$357K | 2.73% | 14 |
|
|
2023
Q4 | $6.42M | Sell |
20,650
-35
| -0.2% | -$10.9K | 2.89% | 12 |
|
|
2023
Q3 | $5.63M | Sell |
20,685
-1,213
| -6% | -$330K | 2.75% | 14 |
|
|
2023
Q2 | $6.2M | Buy |
21,898
+334
| +2% | +$94.5K | 2.8% | 12 |
|
|
2023
Q1 | $5.38M | Buy |
+21,564
| New | +$5.38M | 2.51% | 14 |
|