WMWM
Whitaker-Myers Wealth Managers’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
2,349
-1,431
| -38% | -$627K | 0.26% | 43 |
|
|
2025
Q1 | $1.4M | Sell |
3,780
-270
| -7% | -$100K | 0.39% | 29 |
|
|
2024
Q4 | $1.66M | Sell |
4,050
-744
| -16% | -$305K | 0.48% | 27 |
|
|
2024
Q3 | $1.84M | Buy |
4,794
+181
| +4% | +$69.5K | 0.61% | 24 |
|
|
2024
Q2 | $1.73M | Sell |
4,613
-602
| -12% | -$225K | 0.64% | 24 |
|
|
2024
Q1 | $1.79M | Sell |
5,215
-726
| -12% | -$250K | 0.76% | 21 |
|
|
2023
Q4 | $1.85M | Sell |
5,941
-1,889
| -24% | -$587K | 0.92% | 17 |
|
|
2023
Q3 | $2.13M | Sell |
7,830
-905
| -10% | -$246K | 1.32% | 14 |
|
|
2023
Q2 | $2.47M | Sell |
8,735
-391
| -4% | -$111K | 1.66% | 13 |
|
|
2023
Q1 | $2.28M | Sell |
9,126
-1,920
| -17% | -$479K | 1.76% | 14 |
|
|
2022
Q4 | $2.35M | Buy |
+11,046
| New | +$2.35M | 2.26% | 10 |
|