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Consilio Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Consilio Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,558
Closed -$736K – 37
2022
Q1 		$736K Sell
2,558
-21,160
-89% -$6.09M 0.58% 28
2021
Q4 		$7.61M Buy
+23,718
New +$7.61M 5.91% 6