RWM
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Rolek Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Rolek Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$51.2M Sell
116,856
-1,982
-2% -$869K 44.31% 1
2025
Q1 		$43.1M Buy
118,838
+7,115
+6% +$2.58M 44.56% 1
2024
Q4 		$45.9M Buy
+111,723
New +$45.9M 35.94% 1