Evensky & Katz’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-42
| Closed | -$1K | – | 112 |
|
|
2019
Q3 | $1K | Buy |
42
+6
| +17% | +$166 | ﹤0.01% | 112 |
|
|
2019
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 109 |
|
|
2019
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 112 |
|
|
2018
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 73 |
|
|
2018
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 65 |
|
|
2018
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 65 |
|
|
2018
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 62 |
|
|
2017
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 51 |
|
|
2017
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 51 |
|
|
2017
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 48 |
|
|
2017
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 48 |
|
|
2016
Q4 | $1K | Sell |
36
-72
| -67% | -$1.33K | ﹤0.01% | 48 |
|
|
2016
Q3 | $2K | Buy |
108
+72
| +200% | +$1.34K | ﹤0.01% | 45 |
|
|
2016
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 50 |
|
|
2016
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 50 |
|
|
2015
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 48 |
|
|
2015
Q3 | $1K | Sell |
36
-1,530
| -98% | -$27.1K | ﹤0.01% | 48 |
|
|
2015
Q2 | $27K | Hold |
1,566
| – | – | 0.01% | 43 |
|
|
2015
Q1 | $27K | Sell |
1,566
-36
| -2% | -$638 | 0.01% | 43 |
|
|
2014
Q4 | $27K | Hold |
1,602
| – | – | 0.01% | 37 |
|
|
2014
Q3 | $27K | Buy |
1,602
+1,566
| +4,350% | +$26.1K | 0.01% | 39 |
|
|
2014
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 35 |
|
|
2014
Q1 | $5K | Hold |
36
| – | – | ﹤0.01% | 31 |
|
|
2013
Q4 | $5K | Hold |
36
| – | – | ﹤0.01% | 32 |
|
|
2013
Q3 | $5K | Hold |
36
| – | – | ﹤0.01% | 31 |
|
|
2013
Q2 | $4K | Buy |
+36
| New | +$475 | ﹤0.01% | 32 |
|
Other funds holding VUG
TF
