SFG Wealth Management’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 | $2.34M | Hold |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $636K | Hold |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $718K | Hold |
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|
2024
Q1 | $661K | Hold |
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|
2023
Q4 | $597K | Hold |
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $592K | Buy |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $576K | Sell |
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $790K | Sell |
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|
2021
Q4 | $895K | Buy |
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