Echo Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-927
Closed -$270K 51
2021
Q2
$270K Sell
927
-115
-11% -$33.5K 0.34% 43
2021
Q1
$268K Sell
1,042
-134
-11% -$34.5K 0.34% 46
2020
Q4
$298K Buy
+1,176
New +$298K 0.39% 41