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Doliver Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,926
| Closed | -$2.28M | – | 184 |
|
|
2021
Q4 | $2.28M | Buy |
10,926
+8,464
| +344% | +$1.77M | 0.71% | 16 |
|
|
2021
Q3 | $714K | Buy |
+2,462
| New | +$714K | 0.24% | 75 |
|
|
2019
Q3 | – | Sell |
-1,650
| Closed | -$270K | – | 173 |
|
|
2019
Q2 | $270K | Buy |
1,650
+334
| +25% | +$54.7K | 0.11% | 87 |
|
|
2019
Q1 | $206K | Buy |
+1,316
| New | +$206K | 0.08% | 95 |
|