Transform Wealth’s Vanguard Growth ETF VUG Stock Holding History

Transform Wealth’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$674K	Buy
2024 Q4	$730K	Buy
2024 Q3	$453K	Buy
2024 Q2	$406K	Hold
2024 Q1	$373K	Buy
2022 Q2	–	Sell
2022 Q1	$349K	Buy