Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $303K | Buy |
|
|||||
|
2023
Q4 | $242K | Hold |
|
|||||
|
2023
Q3 | $212K | Hold |
|
|||||
|
2023
Q2 | $220K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $219K | Buy |
|
|||||
|
2021
Q4 | $240K | Sell |
|
|||||
|
2021
Q3 | $953K | Buy |
|
|||||
|
2021
Q2 | $938K | Buy |
|
|||||
|
2021
Q1 | $801K | Sell |
|
|||||
|
2020
Q4 | $797K | Buy |
|