Stone Summit Wealth’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
2025
Q2
$3.61M Buy
2025
Q1
$2.39M Buy
2024
Q4
$2.48M Buy
2024
Q3
$2.28M Buy
2024
Q2
$2.08M Buy
2024
Q1
$1.88M Buy
2023
Q4
$1.68M Sell
2023
Q3
$1.58M Buy
2023
Q2
$1.6M Sell
2023
Q1
$1.65M Sell
2022
Q4
$1.79M Buy
2022
Q3
$1.71M Buy
2022
Q2
$1.73M Buy
2022
Q1
$2.22M Buy
2021
Q4
$2.28M Buy