Clear Perspectives Financial Planning’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.06M | Buy |
4,237
+379
| +10% | +$94.5K | 0.59% | 25 |
|
|
2022
Q4 | $822K | Sell |
3,858
-1,104
| -22% | -$235K | 0.44% | 31 |
|
|
2022
Q3 | $1.06M | Sell |
4,962
-144
| -3% | -$30.8K | 0.52% | 31 |
|
|
2022
Q2 | $1.14M | Sell |
5,106
-7,374
| -59% | -$1.64M | 0.44% | 29 |
|
|
2022
Q1 | $3.59M | Sell |
12,480
-24,678
| -66% | -$7.1M | 1.36% | 19 |
|
|
2021
Q4 | $11.9M | Sell |
37,158
-1,216
| -3% | -$390K | 4.82% | 7 |
|
|
2021
Q3 | $11.1M | Sell |
38,374
-607
| -2% | -$176K | 5.04% | 5 |
|
|
2021
Q2 | $11.2M | Sell |
38,981
-8,208
| -17% | -$2.35M | 5.4% | 6 |
|
|
2021
Q1 | $12.1M | Buy |
47,189
+267
| +0.6% | +$68.6K | 7.03% | 5 |
|
|
2020
Q4 | $11.9M | Buy |
+46,922
| New | +$11.9M | 7.53% | 3 |
|