Archvest Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-610
| Closed | -$234K | – | 74 |
|
|
2024
Q3 | $234K | Sell |
610
-116
| -16% | -$44.5K | 0.15% | 56 |
|
|
2024
Q2 | $273K | Buy |
+726
| New | +$273K | 0.18% | 53 |
|
|
2022
Q2 | – | Sell |
-830
| Closed | -$239K | – | 41 |
|
|
2022
Q1 | $239K | Sell |
830
-137
| -14% | -$39.4K | 0.22% | 39 |
|
|
2021
Q4 | $310K | Buy |
+967
| New | +$310K | 0.27% | 36 |
|