Upper Left Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$495K Sell
2023
Q3
$445K Sell
2023
Q2
$1.13M Sell
2023
Q1
$1.1M Sell
2022
Q4
$1.02M Buy