RWP
Ridgecrest 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 | $280K | Buy |
639
+31
| +5% | +$13.6K | 0.15% | 86 |
|
2025
Q1 | $225K | Hold |
608
| – | – | 0.12% | 100 |
|
2024
Q4 | $250K | Buy |
608
+40
| +7% | +$16.4K | 0.14% | 87 |
|
2024
Q3 | $218K | Buy |
568
+25
| +5% | +$9.6K | 0.11% | 104 |
|
2024
Q2 | $203K | Buy |
+543
| New | +$203K | 0.12% | 100 |
|