FTDI
First Trust Direct Indexing’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,022
| Closed | -$1.93M | – | 912 |
|
|
2024
Q3 | $1.93M | Buy |
5,022
+1,579
| +46% | +$606K | 0.1% | 206 |
|
|
2024
Q2 | $1.29M | Buy |
3,443
+1,723
| +100% | +$644K | 0.08% | 256 |
|
|
2024
Q1 | $592K | Buy |
1,720
+1,050
| +157% | +$361K | 0.04% | 424 |
|
|
2023
Q4 | $208K | Buy |
+670
| New | +$208K | 0.02% | 703 |
|