WKSWA
White Knight Strategic Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.85M | Sell |
4,220
-31
| -0.7% | -$13.6K | 1.57% | 16 |
|
2025
Q1 | $1.58M | Sell |
4,251
-4,331
| -50% | -$1.61M | 1.45% | 15 |
|
2024
Q4 | $3.52M | Buy |
8,582
+3,878
| +82% | +$1.59M | 1.47% | 17 |
|
2024
Q3 | $1.81M | Sell |
4,704
-6
| -0.1% | -$2.3K | 1.64% | 15 |
|
2024
Q2 | $1.76M | Sell |
4,710
-204
| -4% | -$76.3K | 1.76% | 15 |
|
2024
Q1 | $1.69M | Sell |
4,914
-141
| -3% | -$48.5K | 1.76% | 16 |
|
2023
Q4 | $1.57M | Sell |
5,055
-104
| -2% | -$32.3K | 1.81% | 15 |
|
2023
Q3 | $1.4M | Sell |
5,159
-238
| -4% | -$64.8K | 1.86% | 15 |
|
2023
Q2 | $1.53M | Sell |
5,397
-517
| -9% | -$146K | 1.79% | 15 |
|
2023
Q1 | $1.48M | Sell |
5,914
-30
| -0.5% | -$7.48K | 1.85% | 16 |
|
2022
Q4 | $1.27M | Hold |
5,944
| – | – | 1.74% | 16 |
|
2022
Q3 | $1.27M | Sell |
5,944
-56
| -0.9% | -$12K | 1.82% | 15 |
|
2022
Q2 | $1.34M | Buy |
6,000
+617
| +11% | +$137K | 1.85% | 15 |
|
2022
Q1 | $1.55M | Sell |
5,383
-11
| -0.2% | -$3.16K | 1.67% | 17 |
|
2021
Q4 | $1.73M | Buy |
+5,394
| New | +$1.73M | 1.81% | 17 |
|