Clear Perspective 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
Q4 | $5.01M | Sell |
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|
2021
Q3 | $4.64M | Hold |
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|
2021
Q2 | $4.59M | Sell |
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|
2021
Q1 | $4.35M | Buy |
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|
2020
Q4 | $4.25M | Buy |
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|
2020
Q3 | $133 | Hold |
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|
2020
Q2 | $3.28M | Buy |
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|
2020
Q1 | $2.48M | Buy |
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|
2019
Q4 | $2.8M | Sell |
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|
2019
Q3 | $4.99M | Buy |
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|
2019
Q2 | $2.47M | Sell |
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|
2019
Q1 | $3.1M | Sell |
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|
2018
Q4 | $2.88M | Buy |
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|
2018
Q3 | $2.57M | Buy |
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|
2018
Q2 | $2.38M | Hold |
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|
2018
Q1 | $2.25M | Sell |
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|
2017
Q4 | $2.43M | Buy |
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|
2017
Q3 | $2.14M | Sell |
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|
2017
Q2 | $2.06M | Buy |
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|
2017
Q1 | $1.9M | Buy |
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|
2016
Q4 | $1.73M | Buy |
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