Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $9.26M | Buy |
41,545
+12,468
| +43% | +$2.78M | 0.67% | 25 |
|
|
2022
Q1 | $8.36M | Buy |
29,077
+564
| +2% | +$162K | 0.54% | 29 |
|
|
2021
Q4 | $9.15M | Sell |
28,513
-1,309
| -4% | -$420K | 0.59% | 24 |
|
|
2021
Q3 | $8.65M | Buy |
29,822
+85
| +0.3% | +$24.7K | 0.62% | 24 |
|
|
2021
Q2 | $8.53M | Sell |
29,737
-450
| -1% | -$129K | 0.63% | 22 |
|
|
2021
Q1 | $7.76M | Buy |
30,187
+42
| +0.1% | +$10.8K | 0.62% | 23 |
|
|
2020
Q4 | $7.64M | Sell |
30,145
-104
| -0.3% | -$26.3K | 0.68% | 21 |
|
|
2020
Q3 | $6.89M | Sell |
30,249
-162
| -0.5% | -$36.9K | 0.72% | 21 |
|
|
2020
Q2 | $6.15M | Buy |
30,411
+11,177
| +58% | +$2.26M | 0.69% | 21 |
|
|
2020
Q1 | $3.01M | Buy |
19,234
+6,555
| +52% | +$1.03M | 0.41% | 27 |
|
|
2019
Q4 | $2.31M | Sell |
12,679
-203
| -2% | -$37K | 0.28% | 48 |
|
|
2019
Q3 | $2.14M | Sell |
12,882
-110
| -0.8% | -$18.3K | 0.29% | 48 |
|
|
2019
Q2 | $2.12M | Sell |
12,992
-43
| -0.3% | -$7.03K | 0.31% | 43 |
|
|
2019
Q1 | $2.04M | Sell |
13,035
-586
| -4% | -$91.7K | 0.33% | 41 |
|
|
2018
Q4 | $1.83M | Sell |
13,621
-4,184
| -23% | -$562K | 0.35% | 40 |
|
|
2018
Q3 | $2.87M | Sell |
17,805
-4,102
| -19% | -$661K | 0.55% | 29 |
|
|
2018
Q2 | $3.28M | Sell |
21,907
-153
| -0.7% | -$22.9K | 0.88% | 20 |
|
|
2018
Q1 | $3.13M | Buy |
22,060
+288
| +1% | +$40.9K | 1.23% | 18 |
|
|
2017
Q4 | $3.06M | Buy |
+21,772
| New | +$3.06M | 1.4% | 15 |
|