Bard Financial Services’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,590
| Closed | -$1.86M | – | 317 |
|
|
2023
Q2 | $1.86M | Buy |
6,590
+1,650
| +33% | +$467K | 0.14% | 124 |
|
|
2023
Q1 | $1.23M | Sell |
4,940
-330
| -6% | -$82.3K | 0.1% | 152 |
|
|
2022
Q4 | $1.12M | Buy |
5,270
+950
| +22% | +$202K | 0.1% | 151 |
|
|
2022
Q3 | $924K | Buy |
4,320
+2,820
| +188% | +$603K | 0.09% | 162 |
|
|
2022
Q2 | $334K | Buy |
+1,500
| New | +$334K | 0.03% | 229 |
|