SWMG LLC’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,460
| Closed | -$620K | – | 131 |
|
|
2024
Q4 | $620K | Sell |
1,460
-889
| -38% | -$377K | 0.25% | 62 |
|
|
2024
Q3 | $960K | Sell |
2,349
-781
| -25% | -$319K | 0.4% | 39 |
|
|
2024
Q2 | $1.17M | Sell |
3,130
-9
| -0.3% | -$3.37K | 0.52% | 35 |
|
|
2024
Q1 | $1.08M | Sell |
3,139
-356
| -10% | -$123K | 0.49% | 37 |
|
|
2023
Q4 | $1.09M | Buy |
3,495
+231
| +7% | +$71.8K | 0.52% | 33 |
|
|
2023
Q3 | $889K | Buy |
3,264
+311
| +11% | +$84.7K | 0.47% | 41 |
|
|
2023
Q2 | $836K | Buy |
2,953
+1,826
| +162% | +$517K | 0.44% | 34 |
|
|
2023
Q1 | $281K | Buy |
+1,127
| New | +$281K | 0.16% | 74 |
|