Wetzel Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-220
Closed -$75.9K 870
2024
Q2
$75.9K Sell
220
-5
-2% -$1.72K 0.04% 199
2024
Q1
$74.1K Buy
225
+113
+101% +$37.2K 0.04% 207
2023
Q4
$35K Buy
+112
New +$35K 0.02% 296