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

Constellation Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-28,729
Closed -$2.67M – 206
2013
Q4 		$2.67M Buy
28,729
+21,986
+326% +$2.05M 0.26% 95
2013
Q3 		$571K Buy
+6,743
New +$571K 0.07% 134