SIMA Wealth Partners’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
2026
Q1
$7.53K Hold
2025
Q4
$8.41K Hold
2025
Q3
$8.27K Hold
2025
Q2
$7.56K Hold
2025
Q1
$6.39K Hold
2024
Q4
$7.08K Hold
2024
Q3
$6.62K Hold
2024
Q2
$6.45K Buy