ABFS
Appropriate Balance Financial Services’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $22.9K | Buy |
3,036
+579
| +24% | +$4.36K | 1.14% | 14 |
|
|
2017
Q2 | $19.3K | Buy |
2,457
+608
| +33% | +$4.79K | 0.98% | 14 |
|
|
2017
Q1 | $15.2K | Sell |
1,849
-7,450
| -80% | -$61.3K | 0.76% | 15 |
|
|
2016
Q4 | $1.04M | Buy |
9,299
+4,939
| +113% | +$550K | 0.63% | 19 |
|
|
2016
Q3 | $489K | Buy |
4,360
+696
| +19% | +$78.1K | 0.31% | 28 |
|
|
2016
Q2 | $392K | Buy |
+3,664
| New | +$392K | 0.26% | 29 |
|