DT
Daniels + Tansey’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11.6M | Buy |
83,916
+37,454
| +81% | +$5.17M | 4.01% | 9 |
|
|
2023
Q2 | $13.1M | Sell |
46,462
-1,724
| -4% | -$488K | 4.35% | 8 |
|
|
2023
Q1 | $12M | Buy |
48,186
+1,982
| +4% | +$494K | 4.13% | 8 |
|
|
2022
Q4 | $9.85M | Buy |
46,204
+723
| +2% | +$154K | 3.77% | 9 |
|
|
2022
Q3 | $9.73M | Sell |
45,481
-1,272
| -3% | -$272K | 4.03% | 9 |
|
|
2022
Q2 | $10.4M | Buy |
46,753
+949
| +2% | +$212K | 4.05% | 9 |
|
|
2022
Q1 | $13.2M | Sell |
45,804
-1,383
| -3% | -$398K | 4.45% | 9 |
|
|
2021
Q4 | $15.1M | Buy |
47,187
+98
| +0.2% | +$31.4K | 4.68% | 7 |
|
|
2021
Q3 | $13.7M | Buy |
47,089
+449
| +1% | +$130K | 4.74% | 8 |
|
|
2021
Q2 | $14M | Buy |
46,640
+2,484
| +6% | +$744K | 4.86% | 8 |
|
|
2021
Q1 | $11.3M | Sell |
44,156
-1,593
| -3% | -$409K | 4.48% | 8 |
|
|
2020
Q4 | $11.6M | Buy |
45,749
+690
| +2% | +$176K | 4.84% | 8 |
|
|
2020
Q3 | $10.5M | Buy |
+45,059
| New | +$10.5M | 5.23% | 8 |
|