First Personal Financial Services’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $105K | Hold |
274
| – | – | 0.02% | 158 |
|
|
2024
Q2 | $102K | Buy |
274
+214
| +357% | +$80K | 0.02% | 153 |
|
|
2024
Q1 | $20.7K | Buy |
+60
| New | +$20.7K | ﹤0.01% | 238 |
|
|
2023
Q1 | – | Sell |
-33
| Closed | -$7.03K | – | 435 |
|
|
2022
Q4 | $7.03K | Hold |
33
| – | – | ﹤0.01% | 350 |
|
|
2022
Q3 | $7K | Hold |
33
| – | – | ﹤0.01% | 364 |
|
|
2022
Q2 | $7K | Hold |
33
| – | – | ﹤0.01% | 302 |
|
|
2022
Q1 | $9K | Buy |
+33
| New | +$9K | ﹤0.01% | 304 |
|
|
2020
Q1 | – | Sell |
-341
| Closed | -$62K | – | 530 |
|
|
2019
Q4 | $62K | Buy |
+341
| New | +$62K | 0.02% | 179 |
|
|
2018
Q1 | – | Sell |
-190
| Closed | -$27K | – | 1079 |
|
|
2017
Q4 | $27K | Buy |
190
+72
| +61% | +$10.2K | 0.01% | 595 |
|
|
2017
Q3 | $16K | Sell |
118
-389
| -77% | -$52.7K | ﹤0.01% | 625 |
|
|
2017
Q2 | $64K | Hold |
507
| – | – | 0.01% | 372 |
|
|
2017
Q1 | $62K | Hold |
507
| – | – | 0.01% | 354 |
|
|
2016
Q4 | $57K | Hold |
507
| – | – | 0.02% | 353 |
|
|
2016
Q3 | $57K | Hold |
507
| – | – | 0.02% | 258 |
|
|
2016
Q2 | $54K | Buy |
+507
| New | +$54K | 0.02% | 253 |
|