Atlas Private Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$223K Hold
2023
Q4
$201K Buy
2023
Q3
Sell
2023
Q2
$261K Buy
2023
Q1
$203K Buy
2022
Q2
Sell
2022
Q1
$234K Sell
2021
Q4
$261K Buy
2021
Q3
$236K Hold
2021
Q2
$233K Hold
2021
Q1
$209K Sell
2020
Q4
$227K Hold
2020
Q3
$204K Hold
2020
Q2
$181K Buy
2020
Q1
$41K Hold
2019
Q4
$48K Buy