RWPA
Richard W. Paul & Associates’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Sell |
1,800
-47
| -3% | -$20.6K | 0.29% | 88 |
|
|
2025
Q1 | $685K | Sell |
1,847
-224
| -11% | -$83.1K | 0.27% | 95 |
|
|
2024
Q4 | $850K | Sell |
2,071
-123
| -6% | -$50.5K | 0.31% | 90 |
|
|
2024
Q3 | $842K | Sell |
2,194
-181
| -8% | -$69.5K | 0.3% | 96 |
|
|
2024
Q2 | $888K | Buy |
2,375
+90
| +4% | +$33.7K | 0.34% | 78 |
|
|
2024
Q1 | $787K | Sell |
2,285
-163
| -7% | -$56.1K | 0.31% | 85 |
|
|
2023
Q4 | $761K | Sell |
2,448
-280
| -10% | -$87K | 0.32% | 81 |
|
|
2023
Q3 | $743K | Sell |
2,728
-149
| -5% | -$40.6K | 0.34% | 82 |
|
|
2023
Q2 | $814K | Buy |
2,877
+20
| +0.7% | +$5.66K | 0.35% | 81 |
|
|
2023
Q1 | $713K | Sell |
2,857
-31
| -1% | -$7.73K | 0.33% | 87 |
|
|
2022
Q4 | $615K | Buy |
+2,888
| New | +$615K | 0.31% | 87 |
|