CI
Chartist Inc’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $410K | Hold |
1,000
| – | – | 0.21% | 19 |
|
|
2024
Q3 | $384K | Hold |
1,000
| – | – | 0.2% | 20 |
|
|
2024
Q2 | $374K | Sell |
1,000
-17
| -2% | -$6.36K | 0.19% | 19 |
|
|
2024
Q1 | $350K | Buy |
+1,017
| New | +$350K | 0.18% | 20 |
|
|
2020
Q4 | – | Sell |
-983
| Closed | -$224K | – | 27 |
|
|
2020
Q3 | $224K | Buy |
+983
| New | +$224K | 0.13% | 27 |
|
|
2019
Q4 | $326K | Buy |
1,789
+425
| +31% | +$77.4K | 0.2% | 19 |
|
|
2019
Q3 | $227K | Buy |
+1,364
| New | +$227K | 0.15% | 29 |
|
|
2018
Q4 | – | Sell |
-6,022
| Closed | -$970K | – | 39 |
|
|
2018
Q3 | $970K | Buy |
6,022
+1,230
| +26% | +$198K | 0.43% | 12 |
|
|
2018
Q2 | $718K | Buy |
4,792
+982
| +26% | +$147K | 0.32% | 15 |
|
|
2018
Q1 | $541K | Hold |
3,810
| – | – | 0.25% | 20 |
|
|
2017
Q4 | $536K | Buy |
+3,810
| New | +$536K | 0.24% | 20 |
|