SPW
Sonoma Private Wealth’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Hold |
2,526
| – | – | 1.36% | 15 |
|
|
2025
Q1 | $937K | Sell |
2,526
-869
| -26% | -$322K | 1.3% | 20 |
|
|
2024
Q4 | $1.39M | Sell |
3,395
-18
| -0.5% | -$7.39K | 2.25% | 10 |
|
|
2024
Q3 | $1.31M | Sell |
3,413
-159
| -4% | -$61K | 2.04% | 10 |
|
|
2024
Q2 | $1.34M | Sell |
3,572
-102
| -3% | -$38.1K | 2.17% | 9 |
|
|
2024
Q1 | $1.26M | Sell |
3,674
-209
| -5% | -$71.9K | 2.03% | 10 |
|
|
2023
Q4 | $1.21M | Buy |
+3,883
| New | +$1.21M | 2% | 9 |
|