YWS
Yarger Wealth Strategies’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $255K | Buy |
582
+26
| +5% | +$11.4K | 0.13% | 89 |
|
2025
Q1 | $206K | Sell |
556
-394
| -41% | -$146K | 0.12% | 93 |
|
2024
Q4 | $390K | Buy |
950
+20
| +2% | +$8.21K | 0.22% | 59 |
|
2024
Q3 | $357K | Buy |
930
+2
| +0.2% | +$768 | 0.2% | 61 |
|
2024
Q2 | $347K | Buy |
928
+270
| +41% | +$101K | 0.21% | 62 |
|
2024
Q1 | $226K | Sell |
658
-162
| -20% | -$55.8K | 0.15% | 72 |
|
2023
Q4 | $255K | Buy |
820
+2
| +0.2% | +$622 | 0.21% | 57 |
|
2023
Q3 | $223K | Buy |
818
+44
| +6% | +$12K | 0.19% | 55 |
|
2023
Q2 | $219K | Buy |
+774
| New | +$219K | 0.2% | 53 |
|