Shared Vision Wealth Group’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
$901K Hold
2025
Q1
$734K Hold
2024
Q4
$812K Hold
2024
Q3
$760K Hold
2024
Q2
$740K Hold
2024
Q1
$681K Hold
2023
Q4
$615K Buy