RWM
Revisor Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-782
| Closed | -$243K | – | 204 |
|
|
2023
Q4 | $243K | Buy |
+782
| New | +$243K | 0.28% | 104 |
|
|
2023
Q3 | – | Sell |
-1,089
| Closed | -$308K | – | 177 |
|
|
2023
Q2 | $308K | Sell |
1,089
-70
| -6% | -$19.8K | 0.28% | 102 |
|
|
2023
Q1 | $289K | Buy |
+1,159
| New | +$289K | 0.26% | 105 |
|