SSW
Stone Summit Wealth’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
8,238
+1,795
| +28% | +$787K | 1.12% | 32 |
|
|
2025
Q1 | $2.39M | Buy |
6,443
+398
| +7% | +$148K | 0.81% | 42 |
|
|
2024
Q4 | $2.48M | Buy |
6,045
+105
| +2% | +$43.1K | 0.83% | 40 |
|
|
2024
Q3 | $2.28M | Buy |
5,940
+381
| +7% | +$146K | 0.74% | 45 |
|
|
2024
Q2 | $2.08M | Buy |
5,559
+103
| +2% | +$38.5K | 0.75% | 42 |
|
|
2024
Q1 | $1.88M | Buy |
5,456
+66
| +1% | +$22.7K | 0.65% | 53 |
|
|
2023
Q4 | $1.68M | Sell |
5,390
-430
| -7% | -$134K | 0.64% | 56 |
|
|
2023
Q3 | $1.58M | Buy |
5,820
+159
| +3% | +$43.3K | 0.68% | 53 |
|
|
2023
Q2 | $1.6M | Sell |
5,661
-958
| -14% | -$271K | 0.66% | 54 |
|
|
2023
Q1 | $1.65M | Sell |
6,619
-1,762
| -21% | -$440K | 0.73% | 49 |
|
|
2022
Q4 | $1.79M | Buy |
8,381
+396
| +5% | +$84.4K | 0.88% | 41 |
|
|
2022
Q3 | $1.71M | Buy |
7,985
+210
| +3% | +$44.9K | 1.05% | 31 |
|
|
2022
Q2 | $1.73M | Buy |
7,775
+58
| +0.8% | +$12.9K | 1.03% | 31 |
|
|
2022
Q1 | $2.22M | Buy |
7,717
+594
| +8% | +$171K | 1.25% | 24 |
|
|
2021
Q4 | $2.28M | Buy |
+7,123
| New | +$2.28M | 1.85% | 14 |
|