TPW
Talon Private Wealth’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
9,468
-1,926
| -17% | -$844K | 0.57% | 25 |
|
|
2025
Q1 | $4.3M | Buy |
11,394
+4,803
| +73% | +$1.81M | 0.58% | 24 |
|
|
2024
Q4 | $2.71M | Buy |
6,591
+3,740
| +131% | +$1.54M | 0.57% | 22 |
|
|
2024
Q3 | $1.09M | Buy |
+2,851
| New | +$1.09M | 0.23% | 19 |
|