SVWG
Shared Vision Wealth Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Hold |
1,978
| – | – | 0.45% | 33 |
|
|
2025
Q1 | $734K | Hold |
1,978
| – | – | 0.4% | 38 |
|
|
2024
Q4 | $812K | Hold |
1,978
| – | – | 0.43% | 32 |
|
|
2024
Q3 | $760K | Hold |
1,978
| – | – | 0.41% | 34 |
|
|
2024
Q2 | $740K | Hold |
1,978
| – | – | 0.43% | 35 |
|
|
2024
Q1 | $681K | Hold |
1,978
| – | – | 0.43% | 34 |
|
|
2023
Q4 | $615K | Buy |
+1,978
| New | +$615K | 0.41% | 33 |
|