Twin City Private Wealth’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$884K Sell
2,014
-156
-7% -$68.5K 0.72% 57
2025
Q1
$805K Buy
2,170
+107
+5% +$39.7K 0.71% 56
2024
Q4
$847K Sell
2,063
-456
-18% -$187K 0.75% 53
2024
Q3
$967K Buy
2,519
+197
+8% +$75.6K 0.84% 49
2024
Q2
$869K Sell
2,322
-143
-6% -$53.5K 0.82% 47
2024
Q1
$848K Buy
+2,465
New +$848K 0.84% 49