SGWM
Sterling Group Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
643
-139
| -18% | -$60.9K | 0.16% | 43 |
|
|
2025
Q1 | $290K | Buy |
782
+11
| +1% | +$4.08K | 0.16% | 47 |
|
|
2024
Q4 | $316K | Buy |
771
+55
| +8% | +$22.6K | 0.16% | 43 |
|
|
2024
Q3 | $275K | Sell |
716
-52
| -7% | -$20K | 0.15% | 50 |
|
|
2024
Q2 | $287K | Buy |
+768
| New | +$287K | 0.16% | 44 |
|
|
2024
Q1 | – | Sell |
-985
| Closed | -$306K | – | 51 |
|
|
2023
Q4 | $306K | Hold |
985
| – | – | 0.24% | 42 |
|
|
2023
Q3 | $268K | Hold |
985
| – | – | 0.25% | 40 |
|
|
2023
Q2 | $279K | Hold |
985
| – | – | 0.24% | 39 |
|
|
2023
Q1 | $246K | Hold |
985
| – | – | 0.23% | 41 |
|
|
2022
Q4 | $210K | Buy |
+985
| New | +$210K | 0.21% | 46 |
|