SWM
StoneCrest 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 | $509K | Buy |
1,161
+150
| +15% | +$65.8K | 0.24% | 60 |
|
|
2025
Q1 | $375K | Hold |
1,011
| – | – | 0.24% | 58 |
|
|
2024
Q4 | $415K | Hold |
1,011
| – | – | 0.27% | 53 |
|
|
2024
Q3 | $388K | Buy |
1,011
+291
| +40% | +$112K | 0.28% | 51 |
|
|
2024
Q2 | $269K | Sell |
720
-44
| -6% | -$16.5K | 0.21% | 52 |
|
|
2024
Q1 | $263K | Sell |
764
-33
| -4% | -$11.4K | 0.23% | 53 |
|
|
2023
Q4 | $248K | Buy |
+797
| New | +$248K | 0.24% | 49 |
|