BIM
Baldwin Investment Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-821
| Closed | -$263 | – | 260 |
|
|
2021
Q4 | $263 | Hold |
821
| – | – | 0.04% | 219 |
|
|
2021
Q3 | $238K | Hold |
821
| – | – | 0.04% | 220 |
|
|
2021
Q2 | $235K | Buy |
821
+1
| +0.1% | +$286 | 0.04% | 226 |
|
|
2021
Q1 | $211K | Hold |
820
| – | – | 0.04% | 239 |
|
|
2020
Q4 | $208K | Buy |
+820
| New | +$208K | 0.04% | 229 |
|