WWM
Western Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.15M | Sell |
14,031
-2
| -0% | -$877 | 0.37% | 51 |
|
|
2025
Q1 | $5.2M | Buy |
14,033
+1,066
| +8% | +$395K | 0.34% | 61 |
|
|
2024
Q4 | $5.32M | Sell |
12,967
-2,469
| -16% | -$1.01M | 0.35% | 55 |
|
|
2024
Q3 | $5.93M | Buy |
15,436
+3,391
| +28% | +$1.3M | 0.34% | 57 |
|
|
2024
Q2 | $4.5M | Sell |
12,045
-34
| -0.3% | -$12.7K | 0.33% | 59 |
|
|
2024
Q1 | $4.16M | Sell |
12,079
-2,333
| -16% | -$803K | 0.32% | 63 |
|
|
2023
Q4 | $4.48M | Buy |
14,412
+1,188
| +9% | +$369K | 0.32% | 65 |
|
|
2023
Q3 | $3.6M | Buy |
13,224
+405
| +3% | +$110K | 0.3% | 73 |
|
|
2023
Q2 | $3.63M | Sell |
12,819
-924
| -7% | -$261K | 0.31% | 68 |
|
|
2023
Q1 | $3.43M | Buy |
13,743
+270
| +2% | +$67.4K | 0.32% | 69 |
|
|
2022
Q4 | $2.87M | Sell |
13,473
-12,236
| -48% | -$2.61M | 0.29% | 80 |
|
|
2022
Q3 | $5.52M | Sell |
25,709
-1,019
| -4% | -$219K | 0.32% | 65 |
|
|
2022
Q2 | $5.97M | Buy |
26,728
+173
| +0.7% | +$38.7K | 0.34% | 62 |
|
|
2022
Q1 | $7.64M | Buy |
26,555
+13,345
| +101% | +$3.84M | 0.37% | 55 |
|
|
2021
Q4 | $4.24M | Buy |
+13,210
| New | +$4.24M | 0.42% | 44 |
|
|
2021
Q2 | $3.24M | Buy |
11,314
+1,754
| +18% | +$503K | 0.33% | 65 |
|
|
2021
Q1 | $2.46M | Sell |
9,560
-1,056
| -10% | -$271K | 0.33% | 68 |
|
|
2020
Q4 | $2.69M | Buy |
10,616
+879
| +9% | +$223K | 0.39% | 54 |
|
|
2020
Q3 | $2.22M | Buy |
9,737
+1,920
| +25% | +$437K | 0.36% | 58 |
|
|
2020
Q2 | $1.58M | Sell |
7,817
-1,218
| -13% | -$246K | 0.29% | 84 |
|
|
2020
Q1 | $1.42M | Buy |
9,035
+3,658
| +68% | +$575K | 0.33% | 77 |
|
|
2019
Q4 | $980K | Buy |
5,377
+2,514
| +88% | +$458K | 0.15% | 141 |
|
|
2019
Q3 | $476K | Sell |
2,863
-329
| -10% | -$54.7K | 0.1% | 223 |
|
|
2019
Q2 | $522K | Buy |
3,192
+824
| +35% | +$135K | 0.07% | 215 |
|
|
2019
Q1 | $372K | Sell |
2,368
-4,986
| -68% | -$783K | 0.08% | 245 |
|
|
2018
Q4 | $984K | Buy |
+7,354
| New | +$984K | 0.26% | 90 |
|