Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $52.7M | Buy |
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|
2022
Q2 | $54.7M | Sell |
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|
2022
Q1 | $70.8M | Buy |
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|
2021
Q4 | $75.7M | Buy |
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|
2021
Q3 | $67.3M | Buy |
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|
2021
Q2 | $63.6M | Buy |
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|
2021
Q1 | $55.6M | Buy |
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|
2020
Q4 | $51.9M | Buy |
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|
2020
Q3 | $43M | Buy |
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|
2020
Q2 | $802K | Sell |
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|
2020
Q1 | $668K | Hold |
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|
2019
Q4 | $776K | Sell |
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|
2019
Q3 | $737K | Buy |
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|
2019
Q2 | $702K | Buy |
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|
2019
Q1 | $672K | Sell |
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|
2018
Q4 | $650K | Buy |
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|
2018
Q3 | $779K | Sell |
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|
2018
Q2 | $746K | Buy |
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|
2018
Q1 | $683K | Sell |
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|
2017
Q4 | $687K | Sell |
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|
2017
Q3 | $680K | Sell |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $1.51M | Buy |
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|
2016
Q4 | $1.36M | Sell |
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|
2016
Q3 | $1.38M | Hold |
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|
2016
Q2 | $1.32M | Buy |
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|
2016
Q1 | $1.3M | Sell |
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|
2015
Q4 | $1.35M | Sell |
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|
2015
Q3 | $1.28M | Hold |
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|
2015
Q2 | $1.37M | Hold |
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|
2015
Q1 | $1.34M | Sell |
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|
2014
Q4 | $1.34M | Sell |
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|
2014
Q3 | $1.28M | Buy |
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|
2014
Q2 | $1.06M | Hold |
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|
2014
Q1 | $998K | Hold |
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|
2013
Q4 | $994K | Buy |
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