Baldwin Wealth Partners’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
Q2 | – | Sell |
-93
| Closed | -$32K | – | 825 |
|
|
2024
Q1 | $32K | Hold |
93
| – | – | ﹤0.01% | 428 |
|
|
2023
Q4 | $28.9K | Hold |
93
| – | – | ﹤0.01% | 452 |
|
|
2023
Q3 | $25.3K | Hold |
93
| – | – | ﹤0.01% | 486 |
|
|
2023
Q2 | $26.3K | Hold |
93
| – | – | ﹤0.01% | 500 |
|
|
2023
Q1 | $23.2K | Hold |
93
| – | – | ﹤0.01% | 527 |
|
|
2022
Q4 | $19.8K | Hold |
93
| – | – | ﹤0.01% | 534 |
|
|
2022
Q3 | $20K | Sell |
93
-20
| -18% | -$4.3K | ﹤0.01% | 450 |
|
|
2022
Q2 | $25K | Hold |
113
| – | – | ﹤0.01% | 449 |
|
|
2022
Q1 | $32K | Buy |
113
+20
| +22% | +$5.66K | ﹤0.01% | 434 |
|
|
2021
Q4 | $30K | Hold |
93
| – | – | ﹤0.01% | 409 |
|
|
2021
Q3 | $27K | Sell |
93
-4
| -4% | -$1.16K | ﹤0.01% | 423 |
|
|
2021
Q2 | $28K | Buy |
97
+4
| +4% | +$1.16K | ﹤0.01% | 434 |
|
|
2021
Q1 | $24K | Hold |
93
| – | – | ﹤0.01% | 437 |
|
|
2020
Q4 | $24K | Hold |
93
| – | – | ﹤0.01% | 391 |
|
|
2020
Q3 | $21K | Hold |
93
| – | – | ﹤0.01% | 384 |
|
|
2020
Q2 | $19K | Hold |
93
| – | – | ﹤0.01% | 397 |
|
|
2020
Q1 | $15K | Hold |
93
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $17K | Hold |
93
| – | – | ﹤0.01% | 418 |
|
|
2019
Q3 | $15K | Hold |
93
| – | – | ﹤0.01% | 426 |
|
|
2019
Q2 | $15K | Hold |
93
| – | – | ﹤0.01% | 424 |
|
|
2019
Q1 | $15K | Hold |
93
| – | – | ﹤0.01% | 421 |
|
|
2018
Q4 | $12K | Hold |
93
| – | – | ﹤0.01% | 424 |
|
|
2018
Q3 | $15K | Hold |
93
| – | – | ﹤0.01% | 434 |
|
|
2018
Q2 | $14K | Hold |
93
| – | – | ﹤0.01% | 434 |
|
|
2018
Q1 | $13K | Buy |
+93
| New | +$13K | ﹤0.01% | 419 |
|