AIS
Accurate Investment Solutions’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-122
| Closed | -$20K | – | 416 |
|
|
2019
Q2 | $20K | Buy |
+122
| New | +$20K | 0.02% | 171 |
|
|
2018
Q1 | – | Sell |
-251
| Closed | -$35K | – | 539 |
|
|
2017
Q4 | $35K | Sell |
251
-22,364
| -99% | -$3.12M | 0.03% | 161 |
|
|
2017
Q3 | $3M | Sell |
22,615
-3,685
| -14% | -$489K | 2.27% | 25 |
|
|
2017
Q2 | $3.34M | Buy |
+26,300
| New | +$3.34M | 2.75% | 19 |
|