Wealthspan 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
$37.8M Sell
2025
Q2
$35.2M Buy
2025
Q1
$29.7M Sell
2024
Q4
$32.9M Buy
2024
Q3
$30.4M Buy
2024
Q2
$29M Buy
2024
Q1
$26M Buy
2023
Q4
$22.8M Buy
2023
Q3
$19.6M Buy
2023
Q2
$19.6M Buy
2023
Q1
$16.9M Buy
2022
Q4
$14.3M Buy
2022
Q3
$14.2M Buy
2022
Q2
$14.1M Buy
2022
Q1
$17.3M Sell
2021
Q4
$19.5M Buy