Wealth Management Partners’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 | $1.03M | Buy |
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|
2025
Q2 | $920K | Buy |
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|
2025
Q1 | $759K | Buy |
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|
2024
Q4 | $833K | Buy |
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|
2024
Q3 | $662K | Sell |
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|
2024
Q2 | $758K | Buy |
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|
2024
Q1 | $683K | Sell |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $564K | Sell |
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|
2023
Q2 | $609K | Hold |
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|
2023
Q1 | $537K | Buy |
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|
2022
Q4 | $449K | Hold |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $383K | Hold |
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|
2021
Q4 | $448K | Sell |
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|
2021
Q3 | $405K | Hold |
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|
2021
Q2 | $400K | Hold |
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|
2021
Q1 | $373K | Sell |
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|
2020
Q4 | $411K | Buy |
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