Wipfli Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$984K Buy
2022
Q2
$916K Buy
2022
Q1
$1.18M Buy
2021
Q4
$1.16M Sell
2021
Q3
$1.24M Hold
2021
Q2
$1.23M Sell
2021
Q1
$1.12M Hold
2020
Q4
$1.1M Buy