TW
TritonPoint Wealth’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.6M | Sell |
90,188
-1,857
| -2% | -$815K | 3.66% | 3 |
|
|
2025
Q1 | $34.1M | Buy |
92,045
+13,701
| +17% | +$5.08M | 3.25% | 3 |
|
|
2024
Q4 | $32.2M | Buy |
78,344
+1,576
| +2% | +$647K | 2.91% | 4 |
|
|
2024
Q3 | $29.3M | Buy |
76,768
+9,872
| +15% | +$3.77M | 2.68% | 4 |
|
|
2024
Q2 | $25.1M | Buy |
66,896
+273
| +0.4% | +$102K | 2.41% | 6 |
|
|
2024
Q1 | $19.6M | Buy |
66,623
+1,382
| +2% | +$406K | 2.05% | 8 |
|
|
2023
Q4 | $20.3M | Buy |
+65,241
| New | +$20.3M | 1.98% | 8 |
|