Wealth Dimensions Group’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 | $1.09M | Sell |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $856K | Sell |
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|
2024
Q3 | $843K | Sell |
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|
2024
Q2 | $834K | Buy |
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|
2024
Q1 | $729K | Buy |
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|
2023
Q4 | $657K | Sell |
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|
2023
Q3 | $590K | Buy |
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|
2023
Q2 | $586K | Hold |
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|
2023
Q1 | $517K | Buy |
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|
2022
Q4 | $404K | Sell |
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|
2022
Q3 | $418K | Sell |
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|
2022
Q2 | $511K | Sell |
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|
2022
Q1 | $662K | Buy |
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|
2021
Q4 | $608K | Hold |
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|
2021
Q3 | $549K | Sell |
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|
2021
Q2 | $547K | Sell |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $477K | Buy |
|