Wolff Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43.7M | Sell |
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|
2025
Q2 | $41.5M | Buy |
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|
2025
Q1 | $35.1M | Sell |
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|
2024
Q4 | $39.1M | Sell |
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|
2024
Q3 | $37.6M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $36M | Buy |
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|
2023
Q4 | $32.4M | Sell |
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|
2023
Q3 | $28.9M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $23.2M | Buy |
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|
2022
Q4 | $16M | Buy |
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|
2022
Q3 | $3.1M | Buy |
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|
2022
Q2 | $2.84M | Buy |
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|
2022
Q1 | $3.44M | Buy |
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|
2021
Q4 | $3.62M | Buy |
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|
2021
Q1 | $555K | Buy |
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|
2020
Q4 | $247K | Buy |
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