WR Wealth Planners’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
2024
Q4
$478K Buy
2024
Q3
$437K Sell
2024
Q2
$430K Sell
2024
Q1
$403K Sell
2023
Q4
$367K Buy
2023
Q3
$300K Buy
2023
Q2
$271K Buy
2023
Q1
$76.6K Buy