SWM
SFG Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Hold |
5,336
| – | – | 1.41% | 14 |
|
|
2025
Q1 | $1.98M | Buy |
5,336
+3,786
| +244% | +$1.4M | 0.97% | 20 |
|
|
2024
Q4 | $636K | Hold |
1,550
| – | – | 0.33% | 50 |
|
|
2024
Q3 | $595K | Sell |
1,550
-370
| -19% | -$142K | 0.32% | 51 |
|
|
2024
Q2 | $718K | Hold |
1,920
| – | – | 0.41% | 39 |
|
|
2024
Q1 | $661K | Hold |
1,920
| – | – | 0.39% | 40 |
|
|
2023
Q4 | $597K | Hold |
1,920
| – | – | 0.4% | 42 |
|
|
2023
Q3 | $523K | Sell |
1,920
-171
| -8% | -$46.6K | 0.42% | 43 |
|
|
2023
Q2 | $592K | Buy |
2,091
+200
| +11% | +$56.6K | 0.5% | 37 |
|
|
2023
Q1 | $472K | Sell |
1,891
-400
| -17% | -$99.8K | 0.52% | 35 |
|
|
2022
Q4 | $488K | Sell |
2,291
-400
| -15% | -$85.2K | 0.6% | 33 |
|
|
2022
Q3 | $576K | Sell |
2,691
-36
| -1% | -$7.71K | 0.78% | 30 |
|
|
2022
Q2 | $608K | Sell |
2,727
-20
| -0.7% | -$4.46K | 0.71% | 35 |
|
|
2022
Q1 | $790K | Sell |
2,747
-41
| -1% | -$11.8K | 0.74% | 36 |
|
|
2021
Q4 | $895K | Buy |
+2,788
| New | +$895K | 0.8% | 35 |
|