Wealth Management Partners’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Buy |
2,096
+50
| +2% | +$21.9K | 0.33% | 66 |
|
|
2025
Q1 | $759K | Buy |
2,046
+16
| +0.8% | +$5.93K | 0.35% | 61 |
|
|
2024
Q4 | $833K | Buy |
2,030
+307
| +18% | +$126K | 0.36% | 59 |
|
|
2024
Q3 | $662K | Sell |
1,723
-305
| -15% | -$117K | 0.31% | 65 |
|
|
2024
Q2 | $758K | Buy |
2,028
+44
| +2% | +$16.5K | 0.37% | 53 |
|
|
2024
Q1 | $683K | Sell |
1,984
-105
| -5% | -$36.1K | 0.35% | 60 |
|
|
2023
Q4 | $649K | Buy |
2,089
+19
| +0.9% | +$5.91K | 0.36% | 57 |
|
|
2023
Q3 | $564K | Sell |
2,070
-81
| -4% | -$22.1K | 0.35% | 57 |
|
|
2023
Q2 | $609K | Hold |
2,151
| – | – | 0.38% | 53 |
|
|
2023
Q1 | $537K | Buy |
2,151
+151
| +8% | +$37.7K | 0.37% | 59 |
|
|
2022
Q4 | $449K | Hold |
2,000
| – | – | 0.37% | 60 |
|
|
2022
Q3 | $423K | Buy |
2,000
+1,000
| +100% | +$212K | 0.37% | 59 |
|
|
2022
Q2 | $297K | Hold |
1,000
| – | – | 0.26% | 74 |
|
|
2022
Q1 | $383K | Hold |
1,000
| – | – | 0.27% | 68 |
|
|
2021
Q4 | $448K | Sell |
1,000
-396
| -28% | -$177K | 0.31% | 68 |
|
|
2021
Q3 | $405K | Hold |
1,396
| – | – | 0.3% | 68 |
|
|
2021
Q2 | $400K | Hold |
1,396
| – | – | 0.28% | 74 |
|
|
2021
Q1 | $373K | Sell |
1,396
-179
| -11% | -$47.8K | 0.28% | 73 |
|
|
2020
Q4 | $411K | Buy |
+1,575
| New | +$411K | 0.32% | 69 |
|