Alterna 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+537
| New | +$235K | 0.19% | 95 |
|
|
2024
Q1 | – | Sell |
-4,391
| Closed | -$1.37M | – | 103 |
|
|
2023
Q4 | $1.37M | Buy |
4,391
+249
| +6% | +$77.4K | 1.64% | 18 |
|
|
2023
Q3 | $1.13M | Sell |
4,142
-956
| -19% | -$260K | 1.44% | 23 |
|
|
2023
Q2 | $1.44M | Buy |
5,098
+3,058
| +150% | +$865K | 1.67% | 20 |
|
|
2023
Q1 | $509K | Buy |
+2,040
| New | +$509K | 0.64% | 40 |
|
|
2019
Q1 | – | Sell |
-538,071
| Closed | -$68.4M | – | 327 |
|
|
2018
Q4 | $68.4M | Buy |
+538,071
| New | +$68.4M | 11.14% | 1 |
|