WAG
Wiser Advisor Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
4,379
-910
| -17% | -$399K | 3.34% | 11 |
|
|
2025
Q1 | $1.96M | Sell |
5,289
-551
| -9% | -$204K | 2.9% | 12 |
|
|
2024
Q4 | $2.4M | Buy |
5,840
+4
| +0.1% | +$1.64K | 3.49% | 5 |
|
|
2024
Q3 | $2.24M | Buy |
5,836
+6
| +0.1% | +$2.3K | 3.34% | 8 |
|
|
2024
Q2 | $2.18M | Sell |
5,830
-70
| -1% | -$26.2K | 3.43% | 7 |
|
|
2024
Q1 | $2.03M | Sell |
5,900
-224
| -4% | -$77.1K | 3.18% | 9 |
|
|
2023
Q4 | $1.9M | Buy |
+6,124
| New | +$1.9M | 3.17% | 8 |
|