Edge 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
2022
Q1
Sell
-30
Closed -$10K 454
2021
Q4
$10K Hold
30
﹤0.01% 296
2021
Q3
$9K Hold
30
﹤0.01% 317
2021
Q2
$9K Hold
30
﹤0.01% 316
2021
Q1
$8K Hold
30
﹤0.01% 312
2020
Q4
$8K Hold
30
﹤0.01% 282
2020
Q3
$7K Hold
30
﹤0.01% 338
2020
Q2
$6K Hold
30
﹤0.01% 533
2020
Q1
$5K Hold
30
﹤0.01% 488
2019
Q4
$5K Buy
+30
New +$5K ﹤0.01% 495
2016
Q2
Sell
-3,750
Closed -$399K 480
2016
Q1
$399K Buy
+3,750
New +$399K 0.18% 77