WMS
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Wealth Management Strategies’s Vanguard Growth ETF VUG Stock Holding History

Wealth Management Strategies’s Portfolio VUG Stock Details VUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$25.3M Buy
68,101
+8,433
+14% +$3.13M 16.89% 1
2024
Q4 		$245K Buy
+59,668
New +$245K 18.75% 1