Quotient Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18.5M Sell
2025
Q2
$17M Sell
2025
Q1
$14.7M Sell
2024
Q4
$16.4M Sell
2024
Q3
$15.5M Sell
2024
Q2
$15.6M Sell
2024
Q1
$16.8M Sell
2023
Q4
$26M Buy