Beacon Pointe Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.39M | Buy |
18,628
+6,344
| +52% | +$1.16M | 0.63% | 37 |
|
|
2019
Q3 | $2.04M | Buy |
12,284
+8,723
| +245% | +$1.45M | 0.43% | 48 |
|
|
2019
Q2 | $582K | Sell |
3,561
-20
| -0.6% | -$3.27K | 0.12% | 145 |
|
|
2019
Q1 | $561K | Hold |
3,581
| – | – | 0.13% | 136 |
|
|
2018
Q4 | $481K | Buy |
+3,581
| New | +$481K | 0.17% | 130 |
|