TWM
Tradition 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 | $4.2M | Sell |
9,576
-1,559
| -14% | -$683K | 0.34% | 74 |
|
|
2025
Q1 | $4.13M | Sell |
11,135
-81
| -0.7% | -$30K | 0.36% | 70 |
|
|
2024
Q4 | $4.6M | Sell |
11,216
-10
| -0.1% | -$4.1K | 0.41% | 63 |
|
|
2024
Q3 | $4.31M | Buy |
11,226
+177
| +2% | +$68K | 0.38% | 64 |
|
|
2024
Q2 | $4.13M | Sell |
11,049
-120
| -1% | -$44.9K | 0.4% | 62 |
|
|
2024
Q1 | $3.84M | Buy |
11,169
+153
| +1% | +$52.7K | 0.39% | 63 |
|
|
2023
Q4 | $3.43M | Sell |
11,016
-149
| -1% | -$46.3K | 0.36% | 59 |
|
|
2023
Q3 | $3.04M | Buy |
11,165
+89
| +0.8% | +$24.2K | 0.36% | 62 |
|
|
2023
Q2 | $3.13M | Sell |
11,076
-444
| -4% | -$126K | 0.37% | 63 |
|
|
2023
Q1 | $2.87M | Buy |
11,520
+18
| +0.2% | +$4.49K | 0.36% | 62 |
|
|
2022
Q4 | $2.45M | Buy |
11,502
+1,083
| +10% | +$231K | 0.35% | 63 |
|
|
2022
Q3 | $2.23M | Sell |
10,419
-633
| -6% | -$135K | 0.33% | 67 |
|
|
2022
Q2 | $2.46M | Sell |
11,052
-8
| -0.1% | -$1.78K | 0.36% | 68 |
|
|
2022
Q1 | $3.18M | Buy |
11,060
+122
| +1% | +$35.1K | 0.41% | 64 |
|
|
2021
Q4 | $3.51M | Buy |
10,938
+10
| +0.1% | +$3.21K | 0.44% | 61 |
|
|
2021
Q3 | $3.17M | Sell |
10,928
-9
| -0.1% | -$2.61K | 0.45% | 60 |
|
|
2021
Q2 | $3.14M | Buy |
10,937
+6
| +0.1% | +$1.72K | 0.47% | 60 |
|
|
2021
Q1 | $2.81M | Buy |
10,931
+206
| +2% | +$53K | 0.49% | 65 |
|
|
2020
Q4 | $2.72M | Buy |
+10,725
| New | +$2.72M | 0.53% | 54 |
|