Wallace Advisory Group’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
Sell
-1,840
Closed -$572K 200
2024
Q1
$572K Buy
+1,840
New +$572K 0.43% 60
2023
Q1
Sell
-10,555
Closed -$2.25M 189
2022
Q4
$2.25M Buy
+10,555
New +$2.25M 1.78% 9