RMR Wealth Builders’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$99.3M Sell
2025
Q1
$84.1M Buy
2024
Q4
$89.5M Buy
2024
Q3
$79.7M Buy
2024
Q2
$74.7M Buy
2024
Q1
$67.1M Buy
2023
Q4
$60.2M Buy
2023
Q3
$51.3M Buy
2023
Q2
$51.9M Buy
2023
Q1
$43.2M Buy
2022
Q4
$33.7M Buy
2022
Q3
$32.3M Buy
2022
Q2
$29.9M Buy
2022
Q1
$33.9M Buy
2021
Q4
$31.2M Buy
2021
Q3
$222K Buy
2021
Q2
Sell
2021
Q1
$227K Buy
2020
Q4
$68K Sell
2020
Q3
$201K Buy