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 |
|