Evensky & Katz’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7
| Closed | -$1K | – | 112 |
|
|
2019
Q3 | $1K | Buy |
7
+1
| +17% | +$143 | ﹤0.01% | 112 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 109 |
|
|
2019
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 112 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 73 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 65 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 65 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 62 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 51 |
|
|
2017
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 51 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 48 |
|
|
2017
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 48 |
|
|
2016
Q4 | $1K | Sell |
6
-12
| -67% | -$2K | ﹤0.01% | 48 |
|
|
2016
Q3 | $2K | Buy |
18
+12
| +200% | +$1.33K | ﹤0.01% | 45 |
|
|
2016
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 50 |
|
|
2016
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 50 |
|
|
2015
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 48 |
|
|
2015
Q3 | $1K | Sell |
6
-255
| -98% | -$42.5K | ﹤0.01% | 48 |
|
|
2015
Q2 | $27K | Hold |
261
| – | – | 0.01% | 43 |
|
|
2015
Q1 | $27K | Sell |
261
-6
| -2% | -$621 | 0.01% | 43 |
|
|
2014
Q4 | $27K | Hold |
267
| – | – | 0.01% | 37 |
|
|
2014
Q3 | $27K | Buy |
267
+261
| +4,350% | +$26.4K | 0.01% | 39 |
|
|
2014
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 35 |
|
|
2014
Q1 | $5K | Hold |
6
| – | – | ﹤0.01% | 31 |
|
|
2013
Q4 | $5K | Hold |
6
| – | – | ﹤0.01% | 32 |
|
|
2013
Q3 | $5K | Hold |
6
| – | – | ﹤0.01% | 31 |
|
|
2013
Q2 | $4K | Buy |
+6
| New | +$4K | ﹤0.01% | 32 |
|