Access Financial Services’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$380K | – | 111 |
|
|
2020
Q4 | $380K | Hold |
1,500
| – | – | 0.19% | 75 |
|
|
2020
Q3 | $341K | Hold |
1,500
| – | – | 0.18% | 67 |
|
|
2020
Q2 | $303K | Buy |
+1,500
| New | +$303K | 0.2% | 68 |
|
|
2020
Q1 | – | Sell |
-1,640
| Closed | -$299K | – | 77 |
|
|
2019
Q4 | $299K | Buy |
+1,640
| New | +$299K | 0.17% | 71 |
|