Shira Ridge 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
Q3 | $797K | Sell |
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|
2025
Q2 | $733K | Sell |
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2025
Q1 | $624K | Sell |
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|
2024
Q4 | $706K | Sell |
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|
2024
Q3 | $664K | Sell |
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|
2024
Q2 | $649K | Sell |
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|
2024
Q1 | $620K | Sell |
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|
2023
Q4 | $561K | Sell |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $392K | Buy |
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