Rockline 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
$268K Sell
611
-45
-7% -$19.7K 0.06% 85
2025
Q1
$243K Buy
656
+10
+2% +$3.71K 0.07% 89
2024
Q4
$265K Sell
646
-104
-14% -$42.7K 0.07% 88
2024
Q3
$288K Sell
750
-8
-1% -$3.07K 0.08% 87
2024
Q2
$283K Buy
+758
New +$283K 0.09% 83