Watershed Private Wealth’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
Q3
$15.4M Sell
2025
Q2
$14.7M Sell
2025
Q1
$13.6M Buy
2024
Q4
$14.6M Sell
2024
Q3
$14M Buy
2024
Q2
$13.4M Buy
2024
Q1
$7.52M Buy
2023
Q4
$408K Sell
2023
Q3
$398K Hold
2023
Q2
$414K Buy