RWP
Revolve 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 | $6.73M | Buy |
15,347
+1,528
| +11% | +$670K | 0.87% | 25 |
|
|
2025
Q1 | $5.12M | Sell |
13,819
-57
| -0.4% | -$21.1K | 0.74% | 27 |
|
|
2024
Q4 | $5.7M | Sell |
13,876
-64
| -0.5% | -$26.3K | 0.82% | 24 |
|
|
2024
Q3 | $5.35M | Buy |
13,940
+493
| +4% | +$189K | 0.82% | 25 |
|
|
2024
Q2 | $5.03M | Sell |
13,447
-118
| -0.9% | -$44.1K | 0.83% | 25 |
|
|
2024
Q1 | $4.67M | Sell |
13,565
-218
| -2% | -$75K | 0.8% | 26 |
|
|
2023
Q4 | $4.28M | Buy |
13,783
+330
| +2% | +$103K | 0.83% | 26 |
|
|
2023
Q3 | $3.66M | Sell |
13,453
-215
| -2% | -$58.5K | 0.84% | 26 |
|
|
2023
Q2 | $3.87M | Sell |
13,668
-788
| -5% | -$223K | 0.91% | 24 |
|
|
2023
Q1 | $3.61M | Buy |
14,456
+368
| +3% | +$91.8K | 0.92% | 25 |
|
|
2022
Q4 | $3M | Buy |
14,088
+5,347
| +61% | +$1.14M | 0.86% | 25 |
|
|
2022
Q3 | $1.87M | Buy |
8,741
+699
| +9% | +$150K | 0.62% | 34 |
|
|
2022
Q2 | $1.79M | Buy |
8,042
+3,189
| +66% | +$711K | 0.59% | 34 |
|
|
2022
Q1 | $1.4M | Sell |
4,853
-522
| -10% | -$150K | 0.4% | 44 |
|
|
2021
Q4 | $1.73M | Buy |
+5,375
| New | +$1.73M | 0.5% | 42 |
|