Walter & Keenan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
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|
2025
Q1 | $3.06M | Sell |
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|
2024
Q4 | $4.86M | Buy |
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|
2024
Q3 | $3.43M | Sell |
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|
2024
Q2 | $3.34M | Buy |
|
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|
2024
Q1 | $3.07M | Sell |
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|
2023
Q4 | $2.95M | Sell |
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|
2023
Q3 | $2.59M | Buy |
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|
2023
Q2 | $2.64M | Sell |
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|
2023
Q1 | $2.35M | Buy |
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|
2022
Q4 | $720K | Buy |
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|
2022
Q3 | $723K | Buy |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $441K | Buy |
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|
2021
Q3 | $338K | Buy |
|