QWP
Quotient Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
38,802
-795
| -2% | -$349K | 0.5% | 25 |
|
|
2025
Q1 | $14.7M | Sell |
39,597
-304
| -0.8% | -$113K | 0.47% | 26 |
|
|
2024
Q4 | $16.4M | Sell |
39,901
-392
| -1% | -$161K | 0.54% | 26 |
|
|
2024
Q3 | $15.5M | Sell |
40,293
-1,357
| -3% | -$521K | 0.51% | 26 |
|
|
2024
Q2 | $15.6M | Sell |
41,650
-7,034
| -14% | -$2.63M | 0.55% | 26 |
|
|
2024
Q1 | $16.8M | Sell |
48,684
-34,926
| -42% | -$12M | 0.6% | 23 |
|
|
2023
Q4 | $26M | Buy |
+83,610
| New | +$26M | 1.01% | 22 |
|