WKWM
Walter & Keenan Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
8,076
-180
| -2% | -$78.9K | 1.03% | 29 |
|
|
2025
Q1 | $3.06M | Sell |
8,256
-3,579
| -30% | -$1.33M | 0.92% | 30 |
|
|
2024
Q4 | $4.86M | Buy |
11,835
+2,901
| +32% | +$1.19M | 1.47% | 20 |
|
|
2024
Q3 | $3.43M | Sell |
8,934
-5
| -0.1% | -$1.92K | 1.04% | 25 |
|
|
2024
Q2 | $3.34M | Buy |
8,939
+25
| +0.3% | +$9.35K | 1.06% | 26 |
|
|
2024
Q1 | $3.07M | Sell |
8,914
-572
| -6% | -$197K | 1.01% | 34 |
|
|
2023
Q4 | $2.95M | Sell |
9,486
-13
| -0.1% | -$4.04K | 1.05% | 27 |
|
|
2023
Q3 | $2.59M | Buy |
9,499
+175
| +2% | +$47.7K | 1.01% | 32 |
|
|
2023
Q2 | $2.64M | Sell |
9,324
-78
| -0.8% | -$22.1K | 0.97% | 34 |
|
|
2023
Q1 | $2.35M | Buy |
9,402
+6,022
| +178% | +$1.5M | 0.89% | 39 |
|
|
2022
Q4 | $720K | Buy |
3,380
+2
| +0.1% | +$426 | 0.28% | 74 |
|
|
2022
Q3 | $723K | Buy |
3,378
+2,008
| +147% | +$430K | 0.31% | 74 |
|
|
2022
Q2 | $305K | Buy |
1,370
+1
| +0.1% | +$223 | 0.12% | 119 |
|
|
2022
Q1 | $394K | Sell |
1,369
-5
| -0.4% | -$1.44K | 0.13% | 112 |
|
|
2021
Q4 | $441K | Buy |
1,374
+210
| +18% | +$67.4K | 0.14% | 100 |
|
|
2021
Q3 | $338K | Buy |
+1,164
| New | +$338K | 0.11% | 116 |
|