Cascadia Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $812K | Buy |
2,799
+692
| +33% | +$201K | 0.16% | 137 |
|
2021
Q2 | $604K | Sell |
2,107
-103
| -5% | -$29.5K | 0.13% | 161 |
|
2021
Q1 | $568K | Buy |
+2,210
| New | +$568K | 0.13% | 154 |
|
2020
Q3 | $369K | Sell |
1,623
-17
| -1% | -$3.87K | 0.1% | 167 |
|
2020
Q2 | $331K | Buy |
+1,640
| New | +$331K | 0.1% | 139 |
|
2019
Q4 | $364K | Buy |
+2,001
| New | +$364K | 0.1% | 160 |
|