Walden Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$4.69M Buy
12,536
+133
+1% +$49.7K 2.62% 11
2024
Q1
$4.19M Buy
12,403
+808
+7% +$273K 2.43% 11
2023
Q4
$3.6M Buy
+11,595
New +$3.6M 2.27% 11