WealthTrust Axiom’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
$467K Sell
1,066
-251
-19% -$110K 0.14% 142
2025
Q1
$488K Hold
1,317
0.15% 128
2024
Q4
$541K Buy
1,317
+276
+27% +$113K 0.16% 129
2024
Q3
$400K Hold
1,041
0.12% 161
2024
Q2
$389K Hold
1,041
0.13% 154
2024
Q1
$358K Sell
1,041
-9
-0.9% -$3.1K 0.12% 162
2023
Q4
$327K Hold
1,050
0.11% 170
2023
Q3
$286K Hold
1,050
0.1% 171
2023
Q2
$297K Hold
1,050
0.1% 184
2023
Q1
$262K Buy
+1,050
New +$262K 0.09% 192