WAM
Walker Asset Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
1,359
+155
| +13% | +$68K | 0.34% | 46 |
|
|
2025
Q1 | $446K | Hold |
1,204
| – | – | 0.27% | 64 |
|
|
2024
Q4 | $494K | Buy |
1,204
+27
| +2% | +$11.1K | 0.3% | 54 |
|
|
2024
Q3 | $452K | Buy |
1,177
+1
| +0.1% | +$384 | 0.28% | 60 |
|
|
2024
Q2 | $440K | Hold |
1,176
| – | – | 0.3% | 59 |
|
|
2024
Q1 | $405K | Buy |
1,176
+125
| +12% | +$43K | 0.27% | 65 |
|
|
2023
Q4 | $327K | Hold |
1,051
| – | – | 0.24% | 79 |
|
|
2023
Q3 | $286K | Buy |
1,051
+1
| +0.1% | +$272 | 0.25% | 63 |
|
|
2023
Q2 | $297K | Hold |
1,050
| – | – | 0.25% | 65 |
|
|
2023
Q1 | $262K | Buy |
+1,050
| New | +$262K | 0.23% | 70 |
|
|
2022
Q2 | – | Sell |
-882
| Closed | -$254K | – | 95 |
|
|
2022
Q1 | $254K | Hold |
882
| – | – | 0.2% | 82 |
|
|
2021
Q4 | $283K | Buy |
+882
| New | +$283K | 0.25% | 61 |
|