WWA
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Wingate Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Wingate Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.03M Sell
4,637
-180
-4% -$78.9K 1.81% 16
2025
Q1 		$1.79M Buy
4,817
+605
+14% +$224K 2.06% 13
2024
Q4 		$1.73M Buy
+4,212
New +$1.73M 1.7% 18