Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.05M | Sell |
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2021
Q2 | $3M | Buy |
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|
2021
Q1 | $927K | Sell |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $998K | Sell |
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|
2020
Q2 | $7.34M | Buy |
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|
2020
Q1 | $3.28M | Buy |
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|
2019
Q4 | $795K | Buy |
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|
2019
Q3 | $723K | Buy |
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|
2019
Q2 | $707K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Sell |
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|
2018
Q2 | $212K | Hold |
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|
2018
Q1 | $201K | Sell |
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|
2017
Q4 | $225K | Buy |
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