TMWM
Taylor & Morgan 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 | $372K | Sell |
848
-13
| -2% | -$5.7K | 0.25% | 49 |
|
|
2025
Q1 | $319K | Hold |
861
| – | – | 0.24% | 50 |
|
|
2024
Q4 | $353K | Sell |
861
-12
| -1% | -$4.93K | 0.25% | 48 |
|
|
2024
Q3 | $335K | Buy |
873
+1
| +0.1% | +$384 | 0.22% | 50 |
|
|
2024
Q2 | $326K | Buy |
872
+264
| +43% | +$98.8K | 0.23% | 48 |
|
|
2024
Q1 | $209K | Buy |
+608
| New | +$209K | 0.15% | 64 |
|
|
2022
Q1 | – | Sell |
-698
| Closed | -$224K | – | 70 |
|
|
2021
Q4 | $224K | Buy |
+698
| New | +$224K | 0.18% | 57 |
|