Aevitas Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-331
| Closed | -$51K | – | 347 |
|
|
2019
Q1 | $51K | Hold |
331
| – | – | 0.05% | 189 |
|
|
2018
Q4 | $45K | Buy |
331
+1
| +0.3% | +$136 | 0.05% | 189 |
|
|
2018
Q3 | $53K | Buy |
330
+200
| +154% | +$32.1K | 0.05% | 195 |
|
|
2018
Q2 | $19K | Hold |
130
| – | – | 0.02% | 283 |
|
|
2018
Q1 | $18K | Hold |
130
| – | – | 0.02% | 267 |
|
|
2017
Q4 | $18K | Buy |
+130
| New | +$18K | 0.02% | 270 |
|