Clearview Wealth Advisors’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
Q3 | – | Sell |
-570
| Closed | -$161K | – | 637 |
|
|
2023
Q2 | $161K | Sell |
570
-27
| -5% | -$7.64K | 0.16% | 116 |
|
|
2023
Q1 | $149K | Sell |
597
-2,678
| -82% | -$668K | 0.15% | 124 |
|
|
2022
Q4 | $698K | Buy |
3,275
+3,233
| +7,698% | +$689K | 0.54% | 46 |
|
|
2022
Q3 | $9K | Hold |
42
| – | – | 0.01% | 351 |
|
|
2022
Q2 | $9K | Sell |
42
-11
| -21% | -$2.36K | 0.01% | 374 |
|
|
2022
Q1 | $15K | Hold |
53
| – | – | 0.01% | 334 |
|
|
2021
Q4 | $17K | Buy |
53
+11
| +26% | +$3.53K | 0.01% | 351 |
|
|
2021
Q3 | $12K | Sell |
42
-4
| -9% | -$1.14K | 0.01% | 397 |
|
|
2021
Q2 | $13K | Buy |
46
+4
| +10% | +$1.13K | 0.01% | 389 |
|
|
2021
Q1 | $11K | Hold |
42
| – | – | 0.01% | 399 |
|
|
2020
Q4 | $11K | Buy |
+42
| New | +$11K | 0.01% | 370 |
|