Rialto Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$788K Sell
1,798
-17
-0.9% -$7.45K 0.22% 77
2025
Q1
$673K Hold
1,815
0.21% 80
2024
Q4
$745K Buy
+1,815
New +$745K 0.25% 71