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
2025
Q2
$41.5M Buy
2025
Q1
$35.1M Sell
2024
Q4
$39.1M Sell
2024
Q3
$37.6M Buy
2024
Q2
Sell
2024
Q1
$36M Buy
2023
Q4
$32.4M Sell
2023
Q3
$28.9M Buy
2023
Q2
Sell
2023
Q1
$23.2M Buy
2022
Q4
$16M Buy
2022
Q3
$3.1M Buy
2022
Q2
$2.84M Buy
2022
Q1
$3.44M Buy
2021
Q4
$3.62M Buy
2021
Q1
$555K Buy
2020
Q4
$247K Buy